+886.3%
MOD price history and return analytics
+217.6%
+668.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.1% |
| 7D | -17.8% | -0.1% | -17.7% | -18.0% |
| 30D | -43.2% | -3.1% | -40.2% | -40.1% |
| 3M | -46.0% | -3.5% | -42.5% | -42.4% |
| 6M | -62.2% | +0.5% | -62.7% | -61.5% |
| YTD | -22.8% | +10.8% | -33.6% | -31.9% |
| 1Y | -35.5% | +11.9% | -47.4% | -43.5% |
| 3Y | +128.2% | +73.0% | +55.3% | +12.6% |
| 5Y | +791.6% | +58.6% | +733.0% | +409.0% |
| 10Y | +886.3% | +219.2% | +667.1% | +140.1% |
| All | +886.3% | +217.6% | +668.7% | +140.1% |
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