+131.0%
MOV price history and return analytics
+226.9%
-95.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.6% |
| 7D | -2.1% | -2.0% | -0.1% | +0.3% |
| 30D | -11.0% | -1.4% | -9.6% | -9.6% |
| 3M | -8.7% | +4.7% | -13.4% | -13.6% |
| 6M | +44.6% | +11.4% | +33.2% | +27.1% |
| YTD | +63.8% | +13.1% | +50.7% | +41.6% |
| 1Y | +78.4% | +19.0% | +59.4% | +45.5% |
| 3Y | +41.9% | +73.9% | -32.0% | -25.8% |
| 5Y | +40.1% | +65.4% | -25.3% | -21.1% |
| All | +131.0% | +226.9% | -95.9% | -39.7% |
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