+674.0%
MRNA vs VTV
+157.5%
+516.6%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +4.9% |
| 7D | -1.1% | -1.1% | 0.0% | -0.3% |
| 30D | +126.1% | -1.0% | +127.1% | +128.4% |
| 3M | +190.0% | +4.6% | +185.4% | +182.4% |
| 6M | +157.2% | +13.5% | +143.7% | +138.5% |
| YTD | +388.2% | +18.5% | +369.7% | +342.0% |
| 1Y | +467.0% | +22.9% | +444.1% | +404.2% |
| 3Y | +36.1% | +67.8% | -31.8% | +5.6% |
| 5Y | -68.0% | +81.8% | -149.8% | -75.5% |
| All | +674.0% | +157.5% | +516.6% | +409.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling