+682.5%
MRNA vs VT
+172.6%
+509.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +5.5% | +0.4% | +5.0% | +5.0% |
| 30D | +158.7% | +1.0% | +157.8% | +157.7% |
| 3M | +182.1% | +2.4% | +179.7% | +178.4% |
| 6M | +151.8% | +12.0% | +139.8% | +131.1% |
| YTD | +393.6% | +15.3% | +378.2% | +343.3% |
| 1Y | +499.5% | +22.6% | +476.9% | +414.6% |
| 3Y | +29.3% | +74.7% | -45.4% | -11.6% |
| 5Y | -65.1% | +66.1% | -131.2% | -76.2% |
| All | +682.5% | +172.6% | +509.9% | +341.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling