+263.2%
ROIV vs MOH
-39.4%
+302.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +0.7% |
| 7D | +22.3% | -4.2% | +26.5% | +22.0% |
| 30D | +16.9% | -2.4% | +19.2% | +16.7% |
| 3M | +43.9% | -4.4% | +48.3% | +43.7% |
| 6M | +41.6% | +32.9% | +8.6% | +45.2% |
| YTD | +92.7% | +11.9% | +80.8% | +95.9% |
| 1Y | +210.2% | +6.9% | +203.2% | +215.5% |
| All | +263.2% | -39.4% | +302.7% | +336.3% |
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