+261.9%
MOH vs VO
+200.3%
+61.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.4% |
| 7D | +1.7% | -1.5% | +3.2% | +2.8% |
| 30D | -0.9% | -3.0% | +2.2% | +1.3% |
| 3M | +5.7% | +2.8% | +2.9% | +3.6% |
| 6M | +39.1% | +10.9% | +28.2% | +28.8% |
| YTD | +17.7% | +12.5% | +5.2% | +7.1% |
| 1Y | +8.4% | +12.0% | -3.6% | -1.1% |
| 3Y | -36.6% | +56.3% | -92.8% | -56.2% |
| 5Y | -19.1% | +42.9% | -62.0% | -40.8% |
| All | +261.9% | +200.3% | +61.7% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling