-10.8%
MOB price history and return analytics
+23.3%
-34.1%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.9% |
| 7D | -8.7% | +0.4% | -9.1% | -9.9% |
| 30D | -10.0% | +1.0% | -10.9% | -12.2% |
| 3M | -27.6% | +2.4% | -30.0% | -30.7% |
| 6M | -19.4% | +12.0% | -31.4% | -36.4% |
| YTD | -17.0% | +15.3% | -32.4% | -42.4% |
| 1Y | -10.8% | +22.6% | -33.3% | -32.8% |
| All | -10.8% | +23.3% | -34.1% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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