+219.2%
VT vs MOH
+310.6%
-91.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.7% |
| 7D | -0.1% | -0.7% | +0.6% | -0.1% |
| 30D | -3.1% | +4.8% | -7.8% | -3.7% |
| 3M | -3.5% | +3.8% | -7.3% | -4.2% |
| 6M | +0.5% | +11.0% | -10.5% | -1.5% |
| YTD | +10.8% | +18.9% | -8.1% | +6.3% |
| 1Y | +11.9% | +46.5% | -34.6% | +4.0% |
| 3Y | +73.0% | -42.4% | +115.3% | +79.6% |
| 5Y | +58.6% | -31.8% | +90.4% | +57.3% |
| 10Y | +219.2% | +309.6% | -90.4% | +147.3% |
| All | +219.2% | +310.6% | -91.5% | +147.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling