+11.9%
VT vs MOH
+42.3%
-30.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.5% |
| 7D | -0.1% | -0.7% | +0.6% | -0.1% |
| 30D | -3.1% | +4.8% | -7.8% | -2.9% |
| 3M | -3.5% | +3.8% | -7.3% | -3.4% |
| 6M | +0.5% | +11.0% | -10.5% | +0.7% |
| YTD | +10.8% | +18.9% | -8.1% | +9.7% |
| 1Y | +11.9% | +46.5% | -34.6% | +6.2% |
| All | +11.9% | +42.3% | -30.4% | +6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling