+78.3%
MOTI vs VT
+222.7%
-144.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.0% | -1.1% |
| 7D | -2.9% | -0.1% | -2.8% | -2.8% |
| 30D | -5.8% | -0.7% | -5.2% | -5.3% |
| 3M | +4.7% | +4.0% | +0.7% | +1.0% |
| 6M | -1.7% | +12.3% | -14.0% | -11.4% |
| YTD | -3.4% | +14.0% | -17.4% | -14.1% |
| 1Y | -1.9% | +20.3% | -22.2% | -16.9% |
| 3Y | +29.2% | +75.4% | -46.2% | -21.8% |
| 5Y | +22.5% | +66.0% | -43.4% | -22.4% |
| 10Y | +78.3% | +228.2% | -149.9% | -33.9% |
| All | +78.3% | +222.7% | -144.4% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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