+348.8%
VZ vs MOH
+1,334.3%
-985.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.2% | -0.8% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | +7.9% | +2.9% | +5.0% | +7.5% |
| 3M | +13.6% | +4.1% | +9.5% | +12.9% |
| 6M | +1.1% | +33.8% | -32.7% | -2.4% |
| YTD | +29.3% | +15.7% | +13.6% | +25.8% |
| 1Y | +21.2% | +17.5% | +3.7% | +17.4% |
| 3Y | +75.9% | -35.3% | +111.2% | +77.9% |
| 5Y | +24.1% | -26.9% | +51.0% | +23.0% |
| 10Y | +62.4% | +262.9% | -200.5% | +30.6% |
| All | +348.8% | +1,334.3% | -985.5% | +204.5% |
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