-98.9%
MOBX price history and return analytics
+65.7%
-164.6%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | 0.0% |
| 7D | +19.4% | -1.1% | +20.5% | +18.8% |
| 30D | -24.5% | -1.0% | -23.5% | -24.9% |
| 3M | -48.4% | +3.2% | -51.5% | -47.6% |
| 6M | -83.5% | +12.5% | -96.0% | -82.5% |
| YTD | -58.4% | +14.1% | -72.5% | -56.6% |
| 1Y | -89.2% | +18.9% | -108.1% | -88.9% |
| 3Y | -99.0% | +74.1% | -173.1% | -99.0% |
| All | -98.9% | +65.7% | -164.6% | -98.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling