+336.8%
ROIV vs MOH
-41.8%
+378.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | +1.7% | +0.2% | +1.4% | +1.7% |
| 30D | +17.6% | +0.1% | +17.4% | +17.6% |
| 3M | +9.0% | +1.8% | +7.1% | +9.2% |
| 6M | +35.3% | +9.1% | +26.2% | +36.4% |
| YTD | +82.2% | +20.7% | +61.5% | +85.8% |
| 1Y | +92.3% | +51.3% | +41.0% | +93.7% |
| 3Y | +336.8% | -42.0% | +378.8% | +349.7% |
| All | +336.8% | -41.8% | +378.6% | +349.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling