+59.7%
VIK vs MOH
+53.5%
+6.2%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +8.9% | -2.7% | +6.3% |
| 7D | +5.4% | +14.3% | -8.9% | +5.7% |
| 30D | +12.5% | +16.7% | -4.2% | +13.1% |
| 3M | -15.2% | +18.3% | -33.5% | -14.7% |
| 6M | +15.4% | +15.8% | -0.4% | +16.2% |
| YTD | +27.7% | +30.5% | -2.8% | +29.3% |
| 1Y | +59.7% | +49.3% | +10.5% | +59.9% |
| All | +59.7% | +53.5% | +6.2% | +59.9% |
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