+588.7%
VLO vs MRNA
-67.9%
+656.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.4% | -4.1% | +1.3% |
| 7D | +5.3% | -1.1% | +6.4% | +5.3% |
| 30D | +18.2% | +126.1% | -107.9% | +18.0% |
| 3M | +53.3% | +190.0% | -136.7% | +52.1% |
| 6M | +70.4% | +157.2% | -86.8% | +69.4% |
| YTD | +143.4% | +388.2% | -244.8% | +137.9% |
| 1Y | +153.0% | +467.0% | -314.0% | +146.0% |
| 3Y | +195.0% | +36.1% | +158.9% | +184.7% |
| All | +588.7% | -67.9% | +656.5% | +501.3% |
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