-66.6%
MRNA vs VT
+66.2%
-132.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +5.5% | +0.4% | +5.0% | +4.5% |
| 30D | +158.7% | +1.0% | +157.8% | +156.7% |
| 3M | +182.1% | +2.4% | +179.7% | +174.9% |
| 6M | +151.8% | +12.0% | +139.8% | +114.8% |
| YTD | +393.6% | +15.3% | +378.2% | +304.0% |
| 1Y | +499.5% | +22.6% | +476.9% | +350.2% |
| 3Y | +29.3% | +74.7% | -45.4% | -39.7% |
| All | -66.6% | +66.2% | -132.8% | -84.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling