+1,216.9%
VST vs MOH
+255.1%
+961.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.0% | +4.6% | +3.6% |
| 7D | +8.9% | +0.4% | +8.5% | +8.9% |
| 30D | +6.2% | +2.9% | +3.3% | +5.8% |
| 3M | -2.7% | +4.1% | -6.9% | -3.4% |
| 6M | -8.4% | +33.8% | -42.2% | -12.0% |
| YTD | -7.2% | +15.7% | -22.9% | -10.1% |
| 1Y | -20.9% | +17.5% | -38.4% | -24.1% |
| 3Y | +384.0% | -35.3% | +419.3% | +383.1% |
| 5Y | +757.1% | -26.9% | +784.0% | +726.1% |
| All | +1,216.9% | +255.1% | +961.7% | +962.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling