-65.7%
MRNA vs VSH
+74.2%
-139.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +6.1% | -0.8% | +3.4% |
| 7D | -1.1% | +4.8% | -5.9% | -2.6% |
| 30D | +126.1% | -0.7% | +126.8% | +123.9% |
| 3M | +190.0% | -43.1% | +233.1% | +247.3% |
| 6M | +157.2% | +91.8% | +65.4% | +61.5% |
| YTD | +388.2% | +131.6% | +256.6% | +175.8% |
| 1Y | +467.0% | +118.1% | +349.0% | +226.9% |
| 3Y | +36.1% | +40.9% | -4.8% | -2.8% |
| All | -65.7% | +74.2% | -139.9% | -81.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling