+138.7%
VEA vs MRNA
+554.4%
-415.7%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.4% | -4.3% | +0.9% |
| 7D | -1.5% | -1.1% | -0.4% | -1.4% |
| 30D | -0.8% | +126.1% | -127.0% | -5.9% |
| 3M | +2.5% | +190.0% | -187.6% | -4.4% |
| 6M | +11.1% | +157.2% | -146.1% | +4.2% |
| YTD | +17.2% | +388.2% | -371.0% | +6.1% |
| 1Y | +24.5% | +467.0% | -442.5% | +11.5% |
| 3Y | +75.4% | +36.1% | +39.3% | +64.8% |
| 5Y | +61.1% | -68.0% | +129.1% | +53.9% |
| All | +138.7% | +554.4% | -415.7% | +116.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling