-56.1%
MOB vs VT
+84.0%
-140.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.5% | +7.1% | +7.5% |
| 7D | -19.7% | -0.1% | -19.6% | -18.5% |
| 30D | -39.4% | -3.1% | -36.3% | -35.2% |
| 3M | -58.3% | -3.5% | -54.8% | -55.0% |
| 6M | -62.1% | +0.5% | -62.5% | -60.8% |
| YTD | -60.7% | +10.8% | -71.4% | -64.9% |
| 1Y | -63.6% | +11.9% | -75.5% | -67.7% |
| 3Y | +92.0% | +73.0% | +19.0% | +3.3% |
| All | -56.1% | +84.0% | -140.1% | -72.5% |
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