+9.5%
V vs MO
+11.0%
-1.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.4% | -0.1% |
| 7D | -3.0% | -1.0% | -2.0% | -3.0% |
| 30D | +1.2% | +5.8% | -4.6% | +1.2% |
| 3M | +13.9% | -4.5% | +18.4% | +13.6% |
| 6M | +17.2% | +5.7% | +11.5% | +19.1% |
| YTD | +5.3% | +23.1% | -17.8% | +9.4% |
| 1Y | +9.5% | +10.9% | -1.4% | +15.6% |
| All | +9.5% | +11.0% | -1.5% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 1y: compounded portfolio wealth divided by compounded MO 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…
1y analysis · Full analysis span regression · 6 months rolling