+22.7%
VZ vs MOH
+11.3%
+11.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.7% | +0.3% |
| 7D | -1.2% | -1.3% | +0.1% | -1.2% |
| 30D | +5.7% | +3.0% | +2.8% | +5.5% |
| 3M | +8.2% | +1.2% | +7.0% | +8.0% |
| 6M | +1.7% | +41.7% | -40.0% | -0.9% |
| YTD | +28.9% | +15.4% | +13.4% | +26.8% |
| 1Y | +22.7% | +11.8% | +11.0% | +21.7% |
| All | +22.7% | +11.3% | +11.4% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling