+7.2%
VNQ vs MOH
-19.7%
+26.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.2% | +0.5% |
| 7D | -1.3% | +1.7% | -3.0% | -1.4% |
| 30D | -2.6% | -0.9% | -1.7% | -2.5% |
| 3M | -2.0% | +5.7% | -7.7% | -2.8% |
| 6M | +4.3% | +39.1% | -34.8% | +0.4% |
| YTD | +9.2% | +17.7% | -8.5% | +6.2% |
| 1Y | +5.6% | +8.4% | -2.8% | +3.2% |
| 3Y | +30.8% | -36.6% | +67.4% | +33.3% |
| All | +7.2% | -19.7% | +26.9% | +3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling