+34.0%
VZ vs MRNA
+561.6%
-527.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.9% |
| 7D | +0.1% | +5.5% | -5.4% | 0.0% |
| 30D | +7.9% | +158.7% | -150.8% | +5.3% |
| 3M | +13.6% | +182.1% | -168.5% | +10.5% |
| 6M | +1.1% | +151.8% | -150.7% | -1.5% |
| YTD | +29.3% | +393.6% | -364.3% | +23.6% |
| 1Y | +21.2% | +499.5% | -478.2% | +15.1% |
| 3Y | +75.9% | +29.3% | +46.6% | +72.3% |
| 5Y | +24.1% | -65.1% | +89.2% | +24.2% |
| All | +34.0% | +561.6% | -527.6% | +14.5% |
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 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