+2,545.5%
VRT vs MOH
+56.4%
+2,489.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.1% | -8.5% | -9.5% |
| 7D | +2.4% | -4.2% | +6.6% | +2.8% |
| 30D | -2.7% | -2.4% | -0.3% | -2.5% |
| 3M | -9.2% | -4.4% | -4.8% | -9.1% |
| 6M | -0.5% | +32.9% | -33.4% | -3.9% |
| YTD | +62.3% | +11.9% | +50.5% | +58.1% |
| 1Y | +109.6% | +6.9% | +102.6% | +103.6% |
| 3Y | +573.1% | -39.4% | +612.5% | +578.4% |
| 5Y | +953.6% | -25.0% | +978.6% | +907.6% |
| All | +2,545.5% | +56.4% | +2,489.1% | +2,046.4% |
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