+812.9%
VOO vs MOH
+1,000.8%
-188.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.2% | -3.8% | -1.1% |
| 7D | -2.0% | -1.3% | -0.7% | -1.8% |
| 30D | -1.7% | +3.0% | -4.6% | -2.2% |
| 3M | +4.7% | +1.2% | +3.5% | +4.2% |
| 6M | +12.6% | +41.7% | -29.2% | +6.0% |
| YTD | +11.8% | +15.4% | -3.6% | +7.3% |
| 1Y | +17.5% | +11.8% | +5.7% | +12.7% |
| 3Y | +77.0% | -37.5% | +114.5% | +80.3% |
| 5Y | +82.6% | -20.6% | +103.2% | +76.5% |
| 10Y | +320.0% | +255.8% | +64.2% | +206.3% |
| All | +812.9% | +1,000.8% | -188.0% | +381.4% |
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 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