+82.7%
VTRS vs MOH
+43.5%
+39.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.3% | +3.0% | -1.1% |
| 7D | -1.2% | +8.9% | -10.1% | -1.6% |
| 30D | +8.2% | +11.0% | -2.8% | +7.7% |
| 3M | +8.3% | +11.0% | -2.7% | +7.8% |
| 6M | +24.1% | +12.7% | +11.3% | +23.0% |
| YTD | +56.0% | +24.8% | +31.1% | +51.0% |
| 1Y | +82.7% | +44.7% | +38.1% | +64.9% |
| All | +82.7% | +43.5% | +39.3% | +64.9% |
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