-60.3%
MOB vs VT
+80.2%
-140.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.2% | -8.7% | -8.8% |
| 7D | -33.6% | -2.3% | -31.3% | -30.1% |
| 30D | -47.2% | -5.0% | -42.2% | -41.6% |
| 3M | -62.5% | -4.9% | -57.6% | -58.4% |
| 6M | -66.1% | -1.5% | -64.6% | -63.8% |
| YTD | -64.4% | +8.5% | -72.9% | -67.1% |
| 1Y | -64.2% | +11.4% | -75.6% | -67.8% |
| 3Y | +49.7% | +70.1% | -20.4% | -16.9% |
| All | -60.3% | +80.2% | -140.5% | -74.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling