+221.9%
VIK vs MOH
-41.3%
+263.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.2% | -4.4% | -1.2% |
| 7D | -1.8% | -1.3% | -0.5% | -1.9% |
| 30D | -17.3% | +3.0% | -20.2% | -17.2% |
| 3M | -5.1% | +1.2% | -6.3% | -5.0% |
| 6M | +16.2% | +41.7% | -25.5% | +17.1% |
| YTD | +17.6% | +15.4% | +2.2% | +18.1% |
| 1Y | +33.5% | +11.8% | +21.7% | +34.1% |
| All | +221.9% | -41.3% | +263.2% | +211.2% |
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