+44.7%
MOH vs VTEB
+0.7%
+44.0%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.7% | -4.6% |
| 7D | +8.9% | +1.2% | +7.7% | +7.8% |
| 30D | +11.0% | +4.2% | +6.8% | +7.5% |
| 3M | +11.0% | -0.5% | +11.5% | +12.7% |
| 6M | +12.7% | -0.6% | +13.3% | +15.3% |
| YTD | +24.8% | +0.3% | +24.6% | +31.9% |
| 1Y | +44.7% | +0.8% | +43.8% | +51.7% |
| All | +44.7% | +0.7% | +44.0% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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