+21.5%
MOV vs VT
+57.0%
-35.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | +2.4% | +2.4% | +0.1% | -0.4% |
| 30D | -1.4% | -1.5% | +0.1% | +0.5% |
| 3M | -10.2% | -4.1% | -6.1% | -5.7% |
| 6M | +20.1% | +0.6% | +19.6% | +19.0% |
| YTD | +59.9% | +11.0% | +48.9% | +40.5% |
| 1Y | +80.0% | +13.3% | +66.6% | +54.1% |
| 3Y | +40.9% | +73.4% | -32.5% | -28.7% |
| All | +21.5% | +57.0% | -35.5% | -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