-54.4%
MOB vs VT
+15.2%
-69.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -4.1% |
| 7D | -12.1% | -0.3% | -11.8% | -11.5% |
| 30D | -25.6% | -1.4% | -24.2% | -22.5% |
| 3M | -46.8% | -1.4% | -45.4% | -44.6% |
| 6M | -55.9% | +5.5% | -61.4% | -59.3% |
| YTD | -51.0% | +12.8% | -63.8% | -63.3% |
| 1Y | -54.4% | +15.4% | -69.8% | -68.8% |
| All | -54.4% | +15.2% | -69.6% | -68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling