-99.0%
MOBX vs VT
+69.1%
-168.2%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | 0.0% | -9.7% | -9.7% |
| 7D | -16.2% | +0.4% | -16.7% | -16.0% |
| 30D | -47.2% | +1.0% | -48.1% | -47.0% |
| 3M | -57.9% | +2.4% | -60.3% | -57.5% |
| 6M | -88.7% | +12.0% | -100.7% | -88.0% |
| YTD | -65.2% | +15.3% | -80.5% | -63.4% |
| 1Y | -91.2% | +22.6% | -113.8% | -91.0% |
| 3Y | -99.2% | +74.7% | -173.8% | -99.2% |
| 5Y | -99.0% | +66.1% | -165.2% | -99.1% |
| All | -99.0% | +69.1% | -168.2% | -99.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling