+88.4%
MOO price history and return analytics
+357.6%
-269.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.2% | -0.1% |
| 7D | +2.2% | +0.4% | +1.8% | +1.7% |
| 30D | +4.5% | -2.6% | +7.1% | +7.0% |
| 3M | +3.7% | -3.2% | +6.9% | +6.7% |
| 6M | +3.0% | +0.9% | +2.0% | +1.2% |
| YTD | +15.5% | +11.3% | +4.2% | +2.7% |
| 1Y | +22.4% | +14.0% | +8.4% | +6.1% |
| 3Y | +25.9% | +75.8% | -49.9% | -29.9% |
| 5Y | -1.9% | +57.8% | -59.8% | -39.6% |
| 10Y | +103.5% | +219.8% | -116.3% | -39.4% |
| All | +88.4% | +357.6% | -269.2% | -62.6% |
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