+362.2%
VST vs MOH
-39.4%
+401.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.5% |
| 7D | +5.3% | -4.2% | +9.5% | +5.0% |
| 30D | +5.8% | -2.4% | +8.1% | +5.6% |
| 3M | +3.5% | -4.4% | +7.9% | +3.3% |
| 6M | -7.4% | +32.9% | -40.3% | -5.1% |
| YTD | -6.1% | +11.9% | -17.9% | -4.7% |
| 1Y | -21.6% | +6.9% | -28.6% | -20.6% |
| All | +362.2% | -39.4% | +401.6% | +340.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling