+1,346.2%
MRNA vs VT
+163.1%
+1,183.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.6% | +3.2% | +3.4% |
| 7D | +21.8% | +0.4% | +21.4% | +21.8% |
| 30D | +19.6% | -2.6% | +22.2% | +23.2% |
| 3M | +354.6% | -3.2% | +357.9% | +374.2% |
| 6M | +394.9% | +0.9% | +394.0% | +399.5% |
| YTD | +812.2% | +11.3% | +800.9% | +753.6% |
| 1Y | +996.2% | +14.0% | +982.2% | +909.3% |
| 3Y | +287.0% | +75.8% | +211.2% | +168.5% |
| 5Y | +13.6% | +57.8% | -44.3% | -19.0% |
| All | +1,346.2% | +163.1% | +1,183.1% | +749.2% |
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