-35.2%
MOD price history and return analytics
+10.5%
-45.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.1% |
| 7D | -25.5% | -2.3% | -23.2% | -22.0% |
| 30D | -49.0% | -5.0% | -44.0% | -41.5% |
| 3M | -49.8% | -4.9% | -44.9% | -42.3% |
| 6M | -64.8% | -1.5% | -63.2% | -62.4% |
| YTD | -27.6% | +8.5% | -36.1% | -42.4% |
| 1Y | -35.2% | +11.4% | -46.6% | -52.0% |
| All | -35.2% | +10.5% | -45.7% | -52.0% |
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