+777.0%
VST vs MOH
-26.3%
+803.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.4% |
| 7D | +5.3% | -4.2% | +9.5% | +5.4% |
| 30D | +5.8% | -2.4% | +8.1% | +5.8% |
| 3M | +3.5% | -4.4% | +7.9% | +3.5% |
| 6M | -7.4% | +32.9% | -40.3% | -7.9% |
| YTD | -6.1% | +11.9% | -17.9% | -6.5% |
| 1Y | -21.6% | +6.9% | -28.6% | -22.1% |
| 3Y | +357.2% | -39.4% | +396.6% | +350.1% |
| 5Y | +777.0% | -25.0% | +802.0% | +709.1% |
| All | +777.0% | -26.3% | +803.4% | +709.1% |
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