+53.3%
V vs MRNA
+34.8%
+18.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.4% | -4.5% | +0.8% |
| 7D | -1.2% | -1.1% | -0.1% | -1.2% |
| 30D | +3.1% | +126.1% | -123.1% | +0.8% |
| 3M | +16.3% | +190.0% | -173.7% | +12.3% |
| 6M | +20.4% | +157.2% | -136.9% | +16.7% |
| YTD | +6.3% | +388.2% | -381.9% | -0.8% |
| 1Y | +8.7% | +467.0% | -458.3% | +0.3% |
| 3Y | +53.3% | +36.1% | +17.2% | +40.2% |
| All | +53.3% | +34.8% | +18.5% | +40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling