+977.6%
VRT vs MOH
-19.7%
+997.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.0% | +1.6% | +3.6% |
| 7D | -8.4% | +1.7% | -10.1% | -8.4% |
| 30D | -10.9% | -0.9% | -10.0% | -10.8% |
| 3M | -13.7% | +5.7% | -19.4% | -13.8% |
| 6M | -4.1% | +39.1% | -43.3% | -4.7% |
| YTD | +58.7% | +17.7% | +41.1% | +57.9% |
| 1Y | +89.6% | +8.4% | +81.2% | +88.8% |
| 3Y | +558.1% | -36.6% | +594.7% | +547.9% |
| All | +977.6% | -19.7% | +997.2% | +884.6% |
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