+715.9%
VTV vs MOH
+1,089.7%
-373.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.2% | +0.4% |
| 7D | -1.1% | +1.7% | -2.8% | -1.4% |
| 30D | -1.0% | -0.9% | -0.1% | -0.9% |
| 3M | +4.6% | +5.7% | -1.1% | +3.3% |
| 6M | +13.5% | +39.1% | -25.6% | +6.6% |
| YTD | +18.5% | +17.7% | +0.8% | +13.1% |
| 1Y | +22.9% | +8.4% | +14.5% | +18.1% |
| 3Y | +67.8% | -36.6% | +104.4% | +70.8% |
| 5Y | +81.8% | -19.1% | +100.9% | +75.3% |
| 10Y | +233.0% | +262.8% | -29.8% | +134.9% |
| All | +715.9% | +1,089.7% | -373.8% | +296.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling