+29.3%
V vs MRNA
+945.0%
-915.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +13.1% | -9.3% | +3.8% |
| 7D | +9.0% | +20.6% | -11.7% | +8.9% |
| 30D | +18.1% | +27.1% | -9.1% | +17.9% |
| 3M | +18.3% | +353.4% | -335.0% | +17.4% |
| 6M | +34.1% | +446.3% | -412.2% | +32.8% |
| YTD | +25.2% | +776.2% | -750.9% | +22.1% |
| 1Y | +29.3% | +987.9% | -958.6% | +22.2% |
| All | +29.3% | +945.0% | -915.7% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 MRNA 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