+82.8%
MOV vs VT
+221.8%
-138.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | +2.4% | +2.4% | +0.1% | -0.3% |
| 30D | -1.4% | -1.5% | +0.1% | +0.4% |
| 3M | -10.2% | -4.1% | -6.1% | -5.9% |
| 6M | +20.1% | +0.6% | +19.6% | +19.1% |
| YTD | +59.9% | +11.0% | +48.9% | +41.2% |
| 1Y | +80.0% | +13.3% | +66.6% | +55.1% |
| 3Y | +40.9% | +73.4% | -32.5% | -26.1% |
| 5Y | +20.1% | +57.4% | -37.3% | -28.5% |
| All | +82.8% | +221.8% | -138.9% | -48.8% |
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