-9.7%
MOB price history and return analytics
+90.6%
-100.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -1.6% |
| 7D | -7.1% | +1.0% | -8.2% | -8.7% |
| 30D | -16.4% | -0.2% | -16.2% | -16.1% |
| 3M | -19.4% | +4.5% | -24.0% | -24.4% |
| 6M | -13.3% | +14.1% | -27.4% | -28.1% |
| YTD | -19.0% | +14.8% | -33.8% | -32.9% |
| 1Y | -23.1% | +21.2% | -44.2% | -40.0% |
| 3Y | +214.6% | +76.6% | +138.1% | +59.2% |
| All | -9.7% | +90.6% | -100.3% | -47.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling