-0.5%
VRT vs MOH
+34.3%
-34.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.1% | -8.5% | -9.5% |
| 7D | +2.4% | -4.2% | +6.6% | +2.7% |
| 30D | -2.7% | -2.4% | -0.3% | -2.5% |
| 3M | -9.2% | -4.4% | -4.8% | -10.3% |
| 6M | -0.5% | +32.9% | -33.4% | -12.4% |
| All | -0.5% | +34.3% | -34.8% | -12.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling