+18.6%
MOV vs VT
+53.4%
-34.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.8% |
| 7D | -0.6% | -2.3% | +1.7% | +2.3% |
| 30D | -4.7% | -5.0% | +0.3% | +1.2% |
| 3M | -16.9% | -4.9% | -12.0% | -11.9% |
| 6M | +13.9% | -1.5% | +15.5% | +15.7% |
| YTD | +56.2% | +8.5% | +47.7% | +41.0% |
| 1Y | +84.2% | +11.4% | +72.9% | +61.0% |
| 3Y | +28.7% | +70.1% | -41.3% | -33.3% |
| All | +18.6% | +53.4% | -34.8% | -24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling