+184.0%
V vs MRNA
+537.9%
-353.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.6% | +1.9% | -1.6% |
| 7D | -1.1% | -9.0% | +8.0% | -0.9% |
| 30D | +1.9% | +137.2% | -135.3% | -1.6% |
| 3M | +15.5% | +194.8% | -179.3% | +10.6% |
| 6M | +16.6% | +167.2% | -150.6% | +11.9% |
| YTD | +5.7% | +375.9% | -370.1% | -0.9% |
| 1Y | +8.6% | +465.2% | -456.6% | +0.9% |
| 3Y | +52.5% | +30.4% | +22.1% | +46.3% |
| 5Y | +67.1% | -66.8% | +133.9% | +60.4% |
| All | +184.0% | +537.9% | -353.9% | +171.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling