-99.4%
MOBX vs VT
+62.4%
-161.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.5% | -7.0% | -7.6% |
| 7D | -4.8% | -0.1% | -4.7% | -5.1% |
| 30D | -36.6% | -3.1% | -33.5% | -37.6% |
| 3M | -66.8% | -3.5% | -63.3% | -67.4% |
| 6M | -71.5% | +0.5% | -71.9% | -71.6% |
| YTD | -78.6% | +10.8% | -89.4% | -78.0% |
| 1Y | -91.1% | +11.9% | -102.9% | -90.8% |
| 3Y | -99.5% | +73.0% | -172.5% | -99.5% |
| 5Y | -99.4% | +58.6% | -158.0% | -99.4% |
| All | -99.4% | +62.4% | -161.8% | -99.4% |
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 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