+14.9%
VTI vs MOH
+53.5%
-38.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.9% | -7.4% | +1.6% |
| 7D | -0.6% | +14.3% | -14.9% | -0.5% |
| 30D | -1.0% | +16.7% | -17.6% | -0.9% |
| 3M | -0.8% | +18.3% | -19.1% | -0.6% |
| 6M | +7.1% | +15.8% | -8.7% | +7.3% |
| YTD | +13.4% | +30.5% | -17.1% | +13.3% |
| 1Y | +14.9% | +49.3% | -34.3% | +13.7% |
| All | +14.9% | +53.5% | -38.6% | +13.7% |
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 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