-7.5%
MOB vs VT
+91.6%
-99.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -8.7% | +0.4% | -9.1% | -9.4% |
| 30D | -10.0% | +1.0% | -10.9% | -11.3% |
| 3M | -27.6% | +2.4% | -30.0% | -29.4% |
| 6M | -19.4% | +12.0% | -31.4% | -31.2% |
| YTD | -17.0% | +15.3% | -32.4% | -31.9% |
| 1Y | -10.8% | +22.6% | -33.3% | -31.5% |
| 3Y | +213.7% | +74.7% | +139.0% | +60.4% |
| All | -7.5% | +91.6% | -99.1% | -46.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling