+70.7%
MOTI vs VT
+229.1%
-158.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.7% | +0.4% | -2.2% | -2.1% |
| 30D | -1.6% | +1.0% | -2.5% | -2.4% |
| 3M | +5.8% | +2.4% | +3.4% | +3.4% |
| 6M | +0.3% | +12.0% | -11.7% | -9.2% |
| YTD | -0.7% | +15.3% | -16.0% | -12.4% |
| 1Y | +3.5% | +22.6% | -19.1% | -13.4% |
| 3Y | +29.0% | +74.7% | -45.7% | -20.8% |
| 5Y | +24.5% | +66.1% | -41.7% | -20.6% |
| 10Y | +83.0% | +225.0% | -142.0% | -32.3% |
| All | +70.7% | +229.1% | -158.4% | -35.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling