+63.4%
VSH vs MOH
+53.5%
+9.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +8.9% | -14.0% | -5.0% |
| 7D | -13.6% | +14.3% | -27.9% | -13.7% |
| 30D | -30.4% | +16.7% | -47.0% | -30.5% |
| 3M | -33.3% | +18.3% | -51.6% | -33.7% |
| 6M | -15.1% | +15.8% | -30.9% | -15.8% |
| YTD | +80.2% | +30.5% | +49.7% | +70.5% |
| 1Y | +63.4% | +49.3% | +14.1% | +45.4% |
| All | +63.4% | +53.5% | +9.9% | +45.4% |
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 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