+52.6%
VXUS vs MRNA
-70.5%
+123.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.3% |
| 7D | -1.9% | -8.2% | +6.3% | -1.6% |
| 30D | -0.7% | +125.6% | -126.3% | -7.0% |
| 3M | +4.9% | +197.1% | -192.1% | -4.6% |
| 6M | +9.7% | +148.5% | -138.8% | +1.0% |
| YTD | +15.0% | +363.3% | -348.3% | -0.2% |
| 1Y | +22.4% | +462.0% | -439.5% | +3.9% |
| 3Y | +72.2% | +26.9% | +45.3% | +60.9% |
| 5Y | +52.6% | -69.6% | +122.2% | +47.5% |
| All | +52.6% | -70.5% | +123.1% | +47.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling