+36.1%
MRNA vs VTV
+67.6%
-31.5%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +4.0% |
| 7D | -1.1% | -1.1% | 0.0% | +1.1% |
| 30D | +126.1% | -1.0% | +127.1% | +132.6% |
| 3M | +190.0% | +4.6% | +185.4% | +168.9% |
| 6M | +157.2% | +13.5% | +143.7% | +106.5% |
| YTD | +388.2% | +18.5% | +369.7% | +264.7% |
| 1Y | +467.0% | +22.9% | +444.1% | +300.7% |
| 3Y | +36.1% | +67.8% | -31.8% | -45.6% |
| All | +36.1% | +67.6% | -31.5% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 3y: compounded portfolio wealth divided by compounded VTV 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…
3y analysis · Full analysis span regression · 6 months rolling