+554.3%
VST vs MRNA
+1,030.4%
-476.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +1.8% |
| 7D | +10.9% | -3.8% | +14.7% | +11.1% |
| 30D | -15.6% | +16.4% | -32.0% | -16.0% |
| 3M | -7.8% | +310.6% | -318.3% | -13.2% |
| 6M | -12.0% | +370.3% | -382.3% | -17.8% |
| YTD | -16.9% | +743.3% | -760.2% | -24.4% |
| 1Y | -25.1% | +841.7% | -866.7% | -32.2% |
| 3Y | +297.1% | +255.0% | +42.0% | +266.5% |
| 5Y | +641.9% | +10.1% | +631.8% | +589.2% |
| All | +554.3% | +1,030.4% | -476.1% | +476.5% |
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