+80.5%
MOV vs VT
+11.9%
+68.7%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.3% |
| 7D | +2.4% | +2.9% | -0.5% | -0.4% |
| 30D | -1.1% | -2.5% | +1.4% | +1.4% |
| 3M | -11.8% | -3.3% | -8.5% | -8.8% |
| 6M | +23.4% | +1.5% | +21.9% | +20.9% |
| YTD | +60.8% | +11.4% | +49.4% | +45.3% |
| 1Y | +80.5% | +11.9% | +68.6% | +62.8% |
| All | +80.5% | +11.9% | +68.7% | +62.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling