+228.2%
VT vs MOH
+242.5%
-14.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.5% |
| 7D | -0.1% | -4.2% | +4.1% | +0.4% |
| 30D | -0.7% | -2.4% | +1.7% | -0.4% |
| 3M | +4.0% | -4.4% | +8.4% | +4.3% |
| 6M | +12.3% | +32.9% | -20.6% | +7.4% |
| YTD | +14.0% | +11.9% | +2.2% | +10.5% |
| 1Y | +20.3% | +6.9% | +13.4% | +16.7% |
| 3Y | +75.4% | -39.4% | +114.9% | +79.6% |
| 5Y | +66.0% | -25.0% | +90.9% | +61.3% |
| 10Y | +228.2% | +244.9% | -16.7% | +154.7% |
| All | +228.2% | +242.5% | -14.3% | +154.7% |
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