-58.9%
MOB price history and return analytics
+84.9%
-143.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | -0.7% |
| 7D | -26.9% | +0.4% | -27.3% | -26.4% |
| 30D | -43.2% | -2.6% | -40.6% | -39.7% |
| 3M | -61.9% | -3.2% | -58.7% | -59.1% |
| 6M | -64.5% | +0.9% | -65.4% | -63.6% |
| YTD | -63.1% | +11.3% | -74.4% | -67.3% |
| 1Y | -65.5% | +14.0% | -79.5% | -70.2% |
| 3Y | +78.6% | +75.8% | +2.7% | -5.9% |
| All | -58.9% | +84.9% | -143.7% | -74.4% |
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