+35.3%
VZ vs MRNA
+554.4%
-519.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.4% | -4.1% | +1.2% |
| 7D | +0.9% | -1.1% | +2.0% | +0.9% |
| 30D | +7.7% | +126.1% | -118.4% | +5.4% |
| 3M | +9.7% | +190.0% | -180.4% | +6.6% |
| 6M | +3.1% | +157.2% | -154.1% | +0.4% |
| YTD | +30.5% | +388.2% | -357.7% | +24.8% |
| 1Y | +22.5% | +467.0% | -444.5% | +16.5% |
| 3Y | +82.4% | +36.1% | +46.3% | +78.4% |
| 5Y | +28.0% | -68.0% | +96.0% | +28.4% |
| All | +35.3% | +554.4% | -519.1% | +15.6% |
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 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