+25.3%
VZ vs MRNA
-68.5%
+93.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.0% | -1.3% |
| 7D | -1.0% | -10.1% | +9.1% | -0.9% |
| 30D | +5.8% | +126.7% | -121.0% | +4.1% |
| 3M | +10.5% | +184.1% | -173.6% | +8.2% |
| 6M | +1.8% | +143.3% | -141.5% | -0.1% |
| YTD | +28.3% | +359.9% | -331.6% | +23.7% |
| 1Y | +22.0% | +454.2% | -432.2% | +16.7% |
| 3Y | +81.8% | +26.0% | +55.9% | +79.8% |
| 5Y | +25.3% | -70.3% | +95.6% | +25.3% |
| All | +25.3% | -68.5% | +93.8% | +25.3% |
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