+499.5%
MRNA vs VTR
+36.9%
+462.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | -1.7% |
| 7D | +5.5% | -1.7% | +7.2% | +6.0% |
| 30D | +158.7% | -2.4% | +161.2% | +159.6% |
| 3M | +182.1% | +14.8% | +167.3% | +174.3% |
| 6M | +151.8% | +5.3% | +146.5% | +154.3% |
| YTD | +393.6% | +18.1% | +375.5% | +363.7% |
| 1Y | +499.5% | +36.7% | +462.8% | +412.6% |
| All | +499.5% | +36.9% | +462.6% | +412.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling