+115.6%
MOO price history and return analytics
+222.7%
-107.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.8% | +0.7% |
| 7D | -1.3% | -0.1% | -1.2% | -1.2% |
| 30D | +7.6% | -0.7% | +8.2% | +8.1% |
| 3M | +12.6% | +4.0% | +8.6% | +8.4% |
| 6M | +6.1% | +12.3% | -6.2% | -5.1% |
| YTD | +20.5% | +14.0% | +6.4% | +6.1% |
| 1Y | +20.8% | +20.3% | +0.5% | +1.3% |
| 3Y | +17.5% | +75.4% | -57.9% | -31.3% |
| 5Y | +7.3% | +66.0% | -58.7% | -34.3% |
| 10Y | +115.6% | +228.2% | -112.6% | -30.0% |
| All | +115.6% | +222.7% | -107.1% | -30.0% |
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 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