+41.7%
MOH vs VO
+8.8%
+33.0%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.9% | +4.1% | +3.5% |
| 7D | -1.3% | -2.5% | +1.2% | -0.3% |
| 30D | +3.0% | -3.2% | +6.2% | +4.4% |
| 3M | +1.2% | +3.9% | -2.7% | +0.5% |
| 6M | +41.7% | +9.6% | +32.1% | +38.2% |
| All | +41.7% | +8.8% | +33.0% | +38.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling