+136.2%
VEA vs MRNA
+521.0%
-384.8%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -2.0% | -1.3% |
| 7D | -2.1% | -8.2% | +6.2% | -1.8% |
| 30D | -1.1% | +125.6% | -126.6% | -6.2% |
| 3M | +5.1% | +197.1% | -192.0% | -2.2% |
| 6M | +9.8% | +148.5% | -138.7% | +3.0% |
| YTD | +15.9% | +363.3% | -347.3% | +5.1% |
| 1Y | +24.6% | +462.0% | -437.4% | +11.5% |
| 3Y | +75.5% | +26.9% | +48.6% | +65.2% |
| 5Y | +59.4% | -69.6% | +129.0% | +52.5% |
| All | +136.2% | +521.0% | -384.8% | +114.6% |
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