+75.7%
VTI vs MOH
-36.3%
+112.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.1% | +0.8% |
| 7D | -0.9% | +1.7% | -2.6% | -0.9% |
| 30D | -1.4% | -0.9% | -0.6% | -1.4% |
| 3M | +3.6% | +5.7% | -2.1% | +3.5% |
| 6M | +13.6% | +39.1% | -25.5% | +13.0% |
| YTD | +12.9% | +17.7% | -4.8% | +12.4% |
| 1Y | +17.2% | +8.4% | +8.8% | +16.8% |
| 3Y | +75.7% | -36.6% | +112.2% | +73.4% |
| All | +75.7% | -36.3% | +112.0% | +73.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling