+25.3%
VZ vs MOH
-26.3%
+51.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.2% |
| 7D | -1.0% | -4.2% | +3.2% | -0.6% |
| 30D | +5.8% | -2.4% | +8.1% | +5.9% |
| 3M | +10.5% | -4.4% | +14.9% | +10.7% |
| 6M | +1.8% | +32.9% | -31.2% | -1.0% |
| YTD | +28.3% | +11.9% | +16.4% | +25.9% |
| 1Y | +22.0% | +6.9% | +15.0% | +20.0% |
| 3Y | +81.8% | -39.4% | +121.3% | +84.9% |
| 5Y | +25.3% | -25.0% | +50.3% | +20.2% |
| All | +25.3% | -26.3% | +51.7% | +20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling