-34.9%
VST vs MOH
+53.5%
-88.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +8.9% | -22.8% | -13.1% |
| 7D | -15.7% | +14.3% | -30.0% | -14.8% |
| 30D | -17.0% | +16.7% | -33.7% | -16.0% |
| 3M | -15.9% | +18.3% | -34.2% | -14.9% |
| 6M | -25.0% | +15.8% | -40.8% | -23.9% |
| YTD | -25.1% | +30.5% | -55.6% | -25.7% |
| 1Y | -34.9% | +49.3% | -84.1% | -36.9% |
| All | -34.9% | +53.5% | -88.4% | -36.9% |
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