+11.7%
VG vs MOH
+11.3%
+0.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.2% | -1.8% | +0.9% |
| 7D | +7.0% | -1.3% | +8.3% | +7.3% |
| 30D | +17.2% | +3.0% | +14.3% | +16.7% |
| 3M | +16.8% | +1.2% | +15.6% | +16.5% |
| 6M | +36.3% | +41.7% | -5.4% | +32.0% |
| YTD | +127.9% | +15.4% | +112.5% | +121.6% |
| 1Y | +11.7% | +11.8% | -0.1% | +12.3% |
| All | +11.7% | +11.3% | +0.4% | +12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling