+36.1%
MRNA vs VNQ
+30.7%
+5.4%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +4.5% |
| 7D | -1.1% | -1.3% | +0.2% | +0.5% |
| 30D | +126.1% | -2.6% | +128.7% | +135.2% |
| 3M | +190.0% | -2.0% | +192.1% | +198.0% |
| 6M | +157.2% | +4.3% | +152.9% | +147.1% |
| YTD | +388.2% | +9.2% | +379.0% | +347.9% |
| 1Y | +467.0% | +5.6% | +461.4% | +440.1% |
| 3Y | +36.1% | +30.8% | +5.2% | +5.2% |
| All | +36.1% | +30.7% | +5.4% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VNQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling