+103.4%
MOO price history and return analytics
+221.8%
-118.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.8% | +0.8% |
| 7D | +1.8% | +2.4% | -0.6% | -0.3% |
| 30D | +1.7% | -1.5% | +3.2% | +2.9% |
| 3M | +3.2% | -4.1% | +7.4% | +6.8% |
| 6M | +1.5% | +0.6% | +1.0% | +0.3% |
| YTD | +14.8% | +11.0% | +3.8% | +3.3% |
| 1Y | +18.3% | +13.3% | +4.9% | +4.4% |
| 3Y | +25.3% | +73.4% | -48.1% | -26.3% |
| 5Y | -2.4% | +57.4% | -59.8% | -37.4% |
| All | +103.4% | +221.8% | -118.3% | -32.9% |
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 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