-55.9%
MOB vs VT
+5.0%
-60.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -4.6% |
| 7D | -12.1% | -0.3% | -11.8% | -11.4% |
| 30D | -25.6% | -1.4% | -24.2% | -22.0% |
| 3M | -46.8% | -1.4% | -45.4% | -44.2% |
| 6M | -55.9% | +5.5% | -61.4% | -58.5% |
| All | -55.9% | +5.0% | -60.9% | -58.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling