+69.6%
V vs MRNA
-70.5%
+140.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.8% | -0.1% |
| 7D | -3.0% | -8.2% | +5.2% | -2.8% |
| 30D | +1.2% | +125.6% | -124.3% | -3.2% |
| 3M | +13.9% | +197.1% | -183.2% | +6.8% |
| 6M | +17.2% | +148.5% | -131.2% | +10.9% |
| YTD | +5.3% | +363.3% | -357.9% | -5.0% |
| 1Y | +9.5% | +462.0% | -452.5% | -3.0% |
| 3Y | +51.9% | +26.9% | +25.0% | +44.3% |
| 5Y | +69.6% | -69.6% | +139.2% | +53.7% |
| All | +69.6% | -70.5% | +140.1% | +53.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling