+75.7%
VTI vs MRNA
+34.8%
+40.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.4% | -4.6% | +0.7% |
| 7D | -0.9% | -1.1% | +0.2% | -0.9% |
| 30D | -1.4% | +126.1% | -127.6% | -5.2% |
| 3M | +3.6% | +190.0% | -186.4% | -2.9% |
| 6M | +13.6% | +157.2% | -143.6% | +7.3% |
| YTD | +12.9% | +388.2% | -375.3% | +0.4% |
| 1Y | +17.2% | +467.0% | -449.8% | +2.3% |
| 3Y | +75.7% | +36.1% | +39.6% | +60.6% |
| All | +75.7% | +34.8% | +40.9% | +60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling