+93.0%
MOTI vs VT
+223.7%
-130.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -0.5% |
| 7D | +2.0% | +0.4% | +1.7% | +1.6% |
| 30D | +7.0% | -2.6% | +9.6% | +9.2% |
| 3M | +0.3% | -3.2% | +3.6% | +3.0% |
| 6M | +7.1% | +0.9% | +6.1% | +5.6% |
| YTD | +2.6% | +11.3% | -8.7% | -7.1% |
| 1Y | +4.2% | +14.0% | -9.8% | -7.7% |
| 3Y | +41.9% | +75.8% | -33.9% | -14.7% |
| 5Y | +31.0% | +57.8% | -26.8% | -13.7% |
| 10Y | +93.0% | +219.8% | -126.8% | -28.7% |
| All | +93.0% | +223.7% | -130.7% | -28.7% |
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