-35.7%
VG vs MOH
-35.8%
+0.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.1% | +4.9% | +3.9% |
| 7D | +3.8% | -4.2% | +8.0% | +4.1% |
| 30D | +7.2% | -2.4% | +9.6% | +7.4% |
| 3M | +22.8% | -4.4% | +27.2% | +23.2% |
| 6M | +33.2% | +32.9% | +0.3% | +33.3% |
| YTD | +124.8% | +11.9% | +112.9% | +124.1% |
| 1Y | +15.8% | +6.9% | +8.9% | +15.8% |
| All | -35.7% | -35.8% | +0.1% | -41.1% |
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