+608.4%
VST vs MOH
-33.1%
+641.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | +6.6% | +0.2% | +6.3% | +6.6% |
| 30D | -12.4% | +0.1% | -12.5% | -12.3% |
| 3M | -9.0% | +1.8% | -10.8% | -9.0% |
| 6M | -6.4% | +9.1% | -15.6% | -6.5% |
| YTD | -17.2% | +20.7% | -37.9% | -17.6% |
| 1Y | -22.0% | +51.3% | -73.3% | -22.9% |
| 3Y | +296.7% | -42.0% | +338.7% | +307.2% |
| All | +608.4% | -33.1% | +641.5% | +574.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling