+674.0%
MRNA vs VNQ
+53.3%
+620.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +5.1% |
| 7D | -1.1% | -1.3% | +0.2% | -0.5% |
| 30D | +126.1% | -2.6% | +128.7% | +129.6% |
| 3M | +190.0% | -2.0% | +192.1% | +193.2% |
| 6M | +157.2% | +4.3% | +152.9% | +153.4% |
| YTD | +388.2% | +9.2% | +379.0% | +372.8% |
| 1Y | +467.0% | +5.6% | +461.4% | +457.5% |
| 3Y | +36.1% | +30.8% | +5.2% | +25.5% |
| 5Y | -68.0% | +8.0% | -75.9% | -69.7% |
| All | +674.0% | +53.3% | +620.7% | +572.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling