+147.3%
VXUS vs MOH
+264.4%
-117.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.0% | -1.0% | +0.8% |
| 7D | -1.4% | +1.7% | -3.1% | -1.6% |
| 30D | -0.5% | -0.9% | +0.4% | -0.4% |
| 3M | +2.6% | +5.7% | -3.1% | +1.7% |
| 6M | +10.9% | +39.1% | -28.3% | +6.3% |
| YTD | +16.1% | +17.7% | -1.5% | +12.5% |
| 1Y | +22.3% | +8.4% | +13.9% | +19.1% |
| 3Y | +72.0% | -36.6% | +108.6% | +74.7% |
| 5Y | +54.1% | -19.1% | +73.2% | +48.9% |
| All | +147.3% | +264.4% | -117.1% | +95.1% |
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