+102.6%
MOO price history and return analytics
+217.6%
-115.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | 0.0% |
| 7D | +2.5% | -0.1% | +2.6% | +2.5% |
| 30D | +4.1% | -3.1% | +7.1% | +6.8% |
| 3M | +2.7% | -3.5% | +6.2% | +5.7% |
| 6M | +2.6% | +0.5% | +2.1% | +1.4% |
| YTD | +15.1% | +10.8% | +4.3% | +3.7% |
| 1Y | +20.5% | +11.9% | +8.6% | +7.6% |
| 3Y | +25.7% | +73.0% | -47.3% | -26.0% |
| 5Y | -1.4% | +58.6% | -60.0% | -37.3% |
| 10Y | +102.6% | +219.2% | -116.5% | -33.4% |
| All | +102.6% | +217.6% | -115.0% | -33.4% |
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