+137.9%
VGT vs MRNA
-67.9%
+205.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.4% | -4.2% | +0.9% |
| 7D | -0.2% | -1.1% | +0.9% | -0.1% |
| 30D | -0.4% | +126.1% | -126.6% | -8.9% |
| 3M | +4.4% | +190.0% | -185.6% | -8.4% |
| 6M | +32.1% | +157.2% | -125.2% | +17.3% |
| YTD | +28.8% | +388.2% | -359.4% | +3.5% |
| 1Y | +35.3% | +467.0% | -431.7% | +5.6% |
| 3Y | +124.8% | +36.1% | +88.7% | +103.6% |
| All | +137.9% | -67.9% | +205.8% | +129.2% |
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 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