+169.7%
VEA vs MOH
+864.9%
-695.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.9% | +0.7% |
| 7D | -1.5% | +1.7% | -3.2% | -1.8% |
| 30D | -0.8% | -0.9% | +0.1% | -0.8% |
| 3M | +2.5% | +5.7% | -3.2% | +1.1% |
| 6M | +11.1% | +39.1% | -28.0% | +3.8% |
| YTD | +17.2% | +17.7% | -0.5% | +11.3% |
| 1Y | +24.5% | +8.4% | +16.1% | +19.1% |
| 3Y | +75.4% | -36.6% | +112.0% | +78.3% |
| 5Y | +61.1% | -19.1% | +80.2% | +53.5% |
| 10Y | +163.1% | +262.8% | -99.7% | +68.4% |
| All | +169.7% | +864.9% | -695.1% | +6.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling