+924.9%
MRNA vs VYM
+17.8%
+907.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -3.3% | -3.3% | -0.7% |
| 7D | +8.4% | -3.0% | +11.4% | +14.7% |
| 30D | +28.8% | +0.9% | +27.9% | +27.5% |
| 3M | +329.2% | -2.7% | +331.9% | +354.4% |
| 6M | +416.9% | +3.4% | +413.5% | +382.2% |
| YTD | +718.8% | +13.3% | +705.5% | +490.5% |
| 1Y | +924.9% | +17.0% | +907.9% | +547.7% |
| All | +924.9% | +17.8% | +907.1% | +547.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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