+293.7%
VUG vs MRNA
+516.4%
-222.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | -0.4% |
| 7D | +0.1% | -10.1% | +10.2% | +0.5% |
| 30D | -1.7% | +126.7% | -128.4% | -8.9% |
| 3M | +2.8% | +184.1% | -181.3% | -6.7% |
| 6M | +13.6% | +143.3% | -129.7% | +4.1% |
| YTD | +8.1% | +359.9% | -351.8% | -6.2% |
| 1Y | +13.1% | +454.2% | -441.1% | -3.8% |
| 3Y | +87.0% | +26.0% | +61.0% | +72.6% |
| 5Y | +76.0% | -70.3% | +146.2% | +69.5% |
| All | +293.7% | +516.4% | -222.7% | +237.1% |
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