-99.5%
MOBX vs VT
+75.6%
-175.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +1.7% |
| 7D | -5.6% | -0.7% | -4.9% | -6.8% |
| 30D | -26.2% | -1.7% | -24.4% | -28.1% |
| 3M | -63.1% | -2.3% | -60.8% | -64.2% |
| 6M | -74.3% | +1.5% | -75.8% | -74.4% |
| YTD | -78.4% | +12.0% | -90.5% | -77.0% |
| 1Y | -91.5% | +12.9% | -104.3% | -90.9% |
| All | -99.5% | +75.6% | -175.1% | -99.6% |
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 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