-18.5%
MOMO price history and return analytics
+72.7%
-91.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.9% | -2.1% |
| 7D | -1.2% | -2.0% | +0.8% | +0.3% |
| 30D | -13.6% | -1.4% | -12.1% | -12.7% |
| 3M | -8.0% | +4.7% | -12.8% | -11.3% |
| 6M | -16.6% | +11.4% | -27.9% | -23.2% |
| YTD | -19.4% | +13.1% | -32.5% | -26.5% |
| 1Y | -30.3% | +19.0% | -49.3% | -38.8% |
| All | -18.5% | +72.7% | -91.2% | -46.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling