+884.1%
MOH vs VEU
+188.0%
+696.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +0.9% | +1.3% |
| 7D | +1.7% | -1.4% | +3.1% | +2.6% |
| 30D | -0.9% | -0.4% | -0.5% | -0.7% |
| 3M | +5.7% | +2.5% | +3.2% | +3.7% |
| 6M | +39.1% | +11.1% | +28.0% | +28.2% |
| YTD | +17.7% | +16.5% | +1.2% | +4.3% |
| 1Y | +8.4% | +22.9% | -14.5% | -7.5% |
| 3Y | -36.6% | +73.4% | -110.0% | -57.9% |
| 5Y | -19.1% | +56.1% | -75.2% | -42.9% |
| 10Y | +262.8% | +153.0% | +109.8% | +82.0% |
| All | +884.1% | +188.0% | +696.1% | +266.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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