-65.7%
MRNA vs VTR
+87.5%
-153.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.5% | +5.9% | +5.6% |
| 7D | -1.1% | -0.3% | -0.8% | -1.0% |
| 30D | +126.1% | +1.1% | +125.0% | +125.7% |
| 3M | +190.0% | +7.9% | +182.1% | +180.6% |
| 6M | +157.2% | +6.2% | +151.1% | +149.2% |
| YTD | +388.2% | +17.7% | +370.5% | +352.8% |
| 1Y | +467.0% | +32.9% | +434.1% | +400.2% |
| 3Y | +36.1% | +129.7% | -93.6% | -5.8% |
| All | -65.7% | +87.5% | -153.2% | -75.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling