+321.7%
VWO vs MOH
+538.9%
-217.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.3% |
| 7D | -1.8% | +1.7% | -3.5% | -2.1% |
| 30D | -0.1% | -0.9% | +0.8% | 0.0% |
| 3M | +2.2% | +5.7% | -3.5% | +0.8% |
| 6M | +8.8% | +39.1% | -30.4% | +1.5% |
| YTD | +12.4% | +17.7% | -5.3% | +6.7% |
| 1Y | +15.6% | +8.4% | +7.2% | +10.5% |
| 3Y | +62.5% | -36.6% | +99.1% | +64.9% |
| 5Y | +34.3% | -19.1% | +53.3% | +27.4% |
| 10Y | +114.8% | +262.8% | -148.0% | +36.7% |
| All | +321.7% | +538.9% | -217.2% | +71.8% |
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