+293.7%
ROIV vs MOH
-4.5%
+298.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.2% | -5.2% | -2.0% |
| 7D | +19.0% | -1.3% | +20.3% | +19.0% |
| 30D | +16.1% | +3.0% | +13.2% | +16.2% |
| 3M | +44.1% | +1.2% | +42.9% | +44.1% |
| 6M | +37.8% | +41.7% | -3.9% | +38.5% |
| YTD | +88.7% | +15.4% | +73.3% | +89.0% |
| 1Y | +197.3% | +11.8% | +185.5% | +197.7% |
| 3Y | +224.9% | -37.5% | +262.4% | +234.6% |
| 5Y | +311.0% | -20.6% | +331.7% | +316.9% |
| All | +293.7% | -4.5% | +298.1% | +289.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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