+916.4%
VRT vs MRNA
-70.5%
+986.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.4% | -5.7% |
| 7D | -7.7% | -8.2% | +0.5% | -7.2% |
| 30D | -12.0% | +125.6% | -137.5% | -21.5% |
| 3M | -11.7% | +197.1% | -208.7% | -26.5% |
| 6M | -8.1% | +148.5% | -156.6% | -21.2% |
| YTD | +53.2% | +363.3% | -310.1% | +14.8% |
| 1Y | +81.7% | +462.0% | -380.3% | +29.7% |
| 3Y | +535.3% | +26.9% | +508.4% | +468.3% |
| 5Y | +916.4% | -69.6% | +986.0% | +848.2% |
| All | +916.4% | -70.5% | +986.9% | +848.2% |
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