+5.2%
VUG vs MRNA
+945.0%
-939.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +13.1% | -11.6% | +1.4% |
| 7D | -3.0% | +20.6% | -23.7% | -3.2% |
| 30D | -6.4% | +27.1% | -33.6% | -6.7% |
| 3M | -3.2% | +353.4% | -356.6% | -6.1% |
| 6M | +3.1% | +446.3% | -443.2% | -2.2% |
| YTD | +6.3% | +776.2% | -769.9% | -2.4% |
| 1Y | +5.2% | +987.9% | -982.7% | -6.6% |
| All | +5.2% | +945.0% | -939.8% | -6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling