+84.3%
VZ vs MRNA
+30.4%
+53.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.6% | +4.1% | +0.6% |
| 7D | +0.2% | -9.0% | +9.3% | +0.3% |
| 30D | +7.1% | +137.2% | -130.0% | +6.3% |
| 3M | +12.8% | +194.8% | -182.0% | +11.9% |
| 6M | +1.8% | +167.2% | -165.4% | +1.0% |
| YTD | +30.0% | +375.9% | -345.9% | +27.4% |
| 1Y | +24.3% | +465.2% | -440.8% | +21.0% |
| 3Y | +84.3% | +30.4% | +53.9% | +77.1% |
| All | +84.3% | +30.4% | +53.9% | +77.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling