+295.2%
VUG vs MRNA
+554.4%
-259.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.4% | -4.5% | +0.7% |
| 7D | -0.5% | -1.1% | +0.6% | -0.4% |
| 30D | -1.0% | +126.1% | -127.1% | -8.0% |
| 3M | +3.5% | +190.0% | -186.5% | -6.0% |
| 6M | +14.2% | +157.2% | -143.0% | +4.4% |
| YTD | +8.5% | +388.2% | -379.7% | -6.1% |
| 1Y | +12.9% | +467.0% | -454.2% | -3.9% |
| 3Y | +85.6% | +36.1% | +49.6% | +70.8% |
| 5Y | +78.1% | -68.0% | +146.1% | +71.1% |
| All | +295.2% | +554.4% | -259.2% | +237.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling