+499.5%
MRNA vs VSH
+118.1%
+381.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.4% | -6.7% | -2.4% |
| 7D | +5.5% | +4.1% | +1.4% | +5.3% |
| 30D | +158.7% | -4.2% | +162.9% | +158.2% |
| 3M | +182.1% | -50.0% | +232.1% | +218.4% |
| 6M | +151.8% | +80.2% | +71.6% | +68.3% |
| YTD | +393.6% | +121.1% | +272.5% | +192.2% |
| 1Y | +499.5% | +112.0% | +387.5% | +244.0% |
| All | +499.5% | +118.1% | +381.3% | +244.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling