+104.0%
MOV vs VT
+223.7%
-119.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +0.2% |
| 7D | +0.5% | +0.4% | +0.2% | +0.2% |
| 30D | +1.5% | -2.6% | +4.1% | +4.6% |
| 3M | -14.3% | -3.2% | -11.1% | -11.1% |
| 6M | +17.0% | +0.9% | +16.0% | +15.5% |
| YTD | +61.2% | +11.3% | +49.9% | +41.9% |
| 1Y | +87.6% | +14.0% | +73.6% | +60.5% |
| 3Y | +43.0% | +75.8% | -32.8% | -26.1% |
| 5Y | +19.6% | +57.8% | -38.2% | -28.9% |
| 10Y | +104.0% | +219.8% | -115.8% | -38.7% |
| All | +104.0% | +223.7% | -119.7% | -38.7% |
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