+177.0%
VXUS vs MOH
+840.9%
-663.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.2% | -4.5% | -1.7% |
| 7D | -1.9% | -1.3% | -0.6% | -1.8% |
| 30D | -0.7% | +3.0% | -3.7% | -1.2% |
| 3M | +4.9% | +1.2% | +3.7% | +4.4% |
| 6M | +9.7% | +41.7% | -32.1% | +4.0% |
| YTD | +15.0% | +15.4% | -0.4% | +11.0% |
| 1Y | +22.4% | +11.8% | +10.7% | +18.0% |
| 3Y | +72.2% | -37.5% | +109.7% | +75.1% |
| 5Y | +52.6% | -20.6% | +73.3% | +47.7% |
| 10Y | +146.9% | +255.8% | -108.9% | +80.2% |
| All | +177.0% | +840.9% | -663.9% | +48.2% |
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