+605.6%
MOD price history and return analytics
+345.0%
+260.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -4.1% | -3.2% | -0.6% |
| 7D | -34.2% | -4.2% | -30.0% | -29.8% |
| 30D | -51.9% | -5.8% | -46.1% | -47.0% |
| 3M | -53.0% | -5.2% | -47.8% | -48.5% |
| 6M | -66.4% | +0.1% | -66.5% | -65.6% |
| YTD | -31.5% | +8.2% | -39.8% | -37.5% |
| 1Y | -39.6% | +10.1% | -49.7% | -45.8% |
| 3Y | +116.8% | +69.7% | +47.2% | +5.9% |
| 5Y | +713.8% | +53.4% | +660.4% | +376.7% |
| 10Y | +882.7% | +219.2% | +663.5% | +83.9% |
| All | +605.6% | +345.0% | +260.6% | -11.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling