+2,542.4%
VRT vs MRNA
+554.4%
+1,988.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.4% | -1.8% | +3.4% |
| 7D | -8.4% | -1.1% | -7.3% | -8.3% |
| 30D | -10.9% | +126.1% | -137.0% | -17.4% |
| 3M | -13.7% | +190.0% | -203.7% | -22.4% |
| 6M | -4.1% | +157.2% | -161.4% | -13.0% |
| YTD | +58.7% | +388.2% | -329.5% | +34.8% |
| 1Y | +89.6% | +467.0% | -377.4% | +58.3% |
| 3Y | +558.1% | +36.1% | +522.1% | +499.9% |
| 5Y | +953.0% | -68.0% | +1,020.9% | +872.7% |
| All | +2,542.4% | +554.4% | +1,988.0% | +2,751.4% |
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