+166.8%
MOV vs VT
+345.0%
-178.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.1% | -0.9% | -0.1% |
| 7D | -1.5% | -4.2% | +2.7% | +3.7% |
| 30D | -5.1% | -5.8% | +0.7% | +2.0% |
| 3M | -19.1% | -5.2% | -13.9% | -13.9% |
| 6M | +17.9% | +0.1% | +17.8% | +17.5% |
| YTD | +57.0% | +8.2% | +48.7% | +42.4% |
| 1Y | +76.2% | +10.1% | +66.0% | +56.6% |
| 3Y | +29.6% | +69.7% | -40.1% | -31.2% |
| 5Y | +19.4% | +53.4% | -34.0% | -27.5% |
| 10Y | +119.8% | +219.2% | -99.4% | -43.9% |
| All | +166.8% | +345.0% | -178.2% | -53.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling