+63.4%
MOB vs VT
+69.4%
-5.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.7% | -4.1% | -16.7% | -12.6% |
| 7D | -28.2% | -4.2% | -24.0% | -20.8% |
| 30D | -44.9% | -5.8% | -39.1% | -36.8% |
| 3M | -57.8% | -5.2% | -52.6% | -52.1% |
| 6M | -64.6% | +0.1% | -64.7% | -62.9% |
| YTD | -61.1% | +8.2% | -69.4% | -64.5% |
| 1Y | -65.6% | +10.1% | -75.7% | -69.1% |
| All | +63.4% | +69.4% | -5.9% | -9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling