+1,064.5%
IVV vs MOH
+1,396.4%
-331.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | +2.6% | +0.2% | +2.3% | +2.5% |
| 30D | -2.0% | +0.1% | -2.1% | -2.1% |
| 3M | -2.8% | +1.8% | -4.6% | -3.3% |
| 6M | +2.2% | +9.1% | -7.0% | +0.1% |
| YTD | +11.5% | +20.7% | -9.2% | +5.9% |
| 1Y | +13.5% | +51.3% | -37.8% | +3.8% |
| 3Y | +78.1% | -42.0% | +120.1% | +83.5% |
| 5Y | +73.1% | -33.1% | +106.2% | +72.4% |
| 10Y | +310.4% | +340.8% | -30.3% | +185.7% |
| All | +1,064.5% | +1,396.4% | -331.9% | +507.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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