+34.3%
MRNA vs VT
+77.9%
-43.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +5.5% | +0.4% | +5.0% | +4.4% |
| 30D | +158.7% | +1.0% | +157.8% | +156.5% |
| 3M | +182.1% | +2.4% | +179.7% | +174.0% |
| 6M | +151.8% | +12.0% | +139.8% | +111.7% |
| YTD | +393.6% | +15.3% | +378.2% | +296.3% |
| 1Y | +499.5% | +22.6% | +476.9% | +338.0% |
| All | +34.3% | +77.9% | -43.5% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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