+630.8%
VST vs MRNA
+561.6%
+69.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.2% | +5.8% | +3.6% |
| 7D | +8.9% | +5.5% | +3.4% | +8.7% |
| 30D | +6.2% | +158.7% | -152.5% | +1.3% |
| 3M | -2.7% | +182.1% | -184.9% | -7.8% |
| 6M | -8.4% | +151.8% | -160.2% | -12.9% |
| YTD | -7.2% | +393.6% | -400.8% | -14.2% |
| 1Y | -20.9% | +499.5% | -520.4% | -27.6% |
| 3Y | +384.0% | +29.3% | +354.7% | +357.6% |
| 5Y | +757.1% | -65.1% | +822.1% | +709.1% |
| All | +630.8% | +561.6% | +69.2% | +554.2% |
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 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