+14.1%
VNQ vs MOH
+53.5%
-39.4%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +8.9% | -5.8% | +2.8% |
| 7D | +6.8% | +14.3% | -7.5% | +6.2% |
| 30D | +10.0% | +16.7% | -6.7% | +9.4% |
| 3M | 0.0% | +18.3% | -18.4% | -0.6% |
| 6M | +4.5% | +15.8% | -11.3% | +4.0% |
| YTD | +13.9% | +30.5% | -16.5% | +11.7% |
| 1Y | +14.1% | +49.3% | -35.2% | +9.1% |
| All | +14.1% | +53.5% | -39.4% | +9.1% |
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 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