+153.0%
VLO vs MOH
+4.9%
+148.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.0% | -0.7% | +1.3% |
| 7D | +5.3% | +1.7% | +3.6% | +5.3% |
| 30D | +18.2% | -0.9% | +19.1% | +18.2% |
| 3M | +53.3% | +5.7% | +47.6% | +54.1% |
| 6M | +70.4% | +39.1% | +31.3% | +74.8% |
| YTD | +143.4% | +17.7% | +125.7% | +147.0% |
| 1Y | +153.0% | +8.4% | +144.6% | +147.4% |
| All | +153.0% | +4.9% | +148.1% | +147.4% |
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