+112.0%
VSH vs MOH
+18.1%
+93.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.0% | +5.5% | +4.5% |
| 7D | +4.1% | +0.4% | +3.7% | +4.0% |
| 30D | -4.2% | +2.9% | -7.1% | -4.4% |
| 3M | -50.0% | +4.1% | -54.1% | -50.3% |
| 6M | +80.2% | +33.8% | +46.3% | +73.1% |
| YTD | +121.1% | +15.7% | +105.4% | +114.0% |
| 1Y | +112.0% | +17.5% | +94.5% | +95.3% |
| All | +112.0% | +18.1% | +93.9% | +95.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling