-50.0%
VTRS vs MOH
+264.4%
-314.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.5% |
| 7D | -2.2% | +1.7% | -3.9% | -2.5% |
| 30D | +3.3% | -0.9% | +4.2% | +3.4% |
| 3M | +2.0% | +5.7% | -3.7% | +0.7% |
| 6M | +19.9% | +39.1% | -19.2% | +12.7% |
| YTD | +35.7% | +17.7% | +18.1% | +29.5% |
| 1Y | +68.1% | +8.4% | +59.7% | +61.8% |
| 3Y | +87.1% | -36.6% | +123.6% | +91.0% |
| 5Y | +47.6% | -19.1% | +66.7% | +41.8% |
| All | -50.0% | +264.4% | -314.3% | -65.6% |
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