-63.6%
MOB price history and return analytics
+84.4%
-148.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -0.3% | -13.9% | -13.7% |
| 7D | -8.3% | +2.4% | -10.6% | -11.9% |
| 30D | -40.6% | -1.5% | -39.1% | -38.3% |
| 3M | -65.4% | -4.1% | -61.3% | -62.3% |
| 6M | -65.9% | +0.6% | -66.4% | -64.9% |
| YTD | -67.4% | +11.0% | -78.4% | -71.0% |
| 1Y | -66.9% | +13.3% | -80.3% | -71.3% |
| 3Y | +51.9% | +73.4% | -21.5% | -18.6% |
| All | -63.6% | +84.4% | -148.0% | -77.3% |
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