+674.0%
MRNA vs VTRS
-35.0%
+709.1%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.1% |
| 7D | -1.1% | -2.2% | +1.1% | -0.4% |
| 30D | +126.1% | +3.3% | +122.8% | +124.4% |
| 3M | +190.0% | +2.0% | +188.0% | +188.5% |
| 6M | +157.2% | +19.9% | +137.3% | +142.9% |
| YTD | +388.2% | +35.7% | +352.5% | +344.0% |
| 1Y | +467.0% | +68.1% | +398.9% | +384.5% |
| 3Y | +36.1% | +87.1% | -51.0% | +12.0% |
| 5Y | -68.0% | +47.6% | -115.6% | -73.1% |
| All | +674.0% | -35.0% | +709.1% | +708.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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