+49.3%
MOH vs VICR
+76.0%
-26.7%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -11.1% | +20.1% | +8.2% |
| 7D | +14.3% | -26.6% | +40.9% | +12.6% |
| 30D | +16.7% | -47.9% | +64.6% | +13.2% |
| 3M | +18.3% | -29.8% | +48.1% | +16.7% |
| 6M | +15.8% | -36.6% | +52.4% | +15.1% |
| YTD | +30.5% | +45.1% | -14.7% | +32.5% |
| 1Y | +49.3% | +80.0% | -30.8% | +52.4% |
| All | +49.3% | +76.0% | -26.7% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 1y: compounded portfolio wealth divided by compounded VICR 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…
1y analysis · Full analysis span regression · 6 months rolling