-89.2%
MOBX price history and return analytics
+19.6%
-108.9%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | +3.9% |
| 7D | +19.4% | -1.1% | +20.5% | +12.9% |
| 30D | -24.5% | -1.0% | -23.5% | -29.2% |
| 3M | -48.4% | +3.2% | -51.5% | -42.6% |
| 6M | -83.5% | +12.5% | -96.0% | -79.7% |
| YTD | -58.4% | +14.1% | -72.5% | -56.5% |
| 1Y | -89.2% | +18.9% | -108.1% | -90.4% |
| All | -89.2% | +19.6% | -108.9% | -90.4% |
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 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