+2,602.3%
VRT vs MRNA
+516.4%
+2,085.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -3.4% | -6.2% | -9.5% |
| 7D | +2.4% | -10.1% | +12.5% | +2.9% |
| 30D | -2.7% | +126.7% | -129.4% | -10.1% |
| 3M | -9.2% | +184.1% | -193.3% | -18.5% |
| 6M | -0.5% | +143.3% | -143.8% | -9.6% |
| YTD | +62.3% | +359.9% | -297.5% | +38.2% |
| 1Y | +109.6% | +454.2% | -344.6% | +74.8% |
| 3Y | +573.1% | +26.0% | +547.1% | +515.8% |
| 5Y | +953.6% | -70.3% | +1,023.9% | +875.6% |
| All | +2,602.3% | +516.4% | +2,085.9% | +2,823.3% |
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 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