+44.8%
MOV price history and return analytics
+74.2%
-29.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.5% |
| 7D | -1.9% | -0.1% | -1.8% | -1.8% |
| 30D | -10.1% | -0.7% | -9.4% | -9.5% |
| 3M | -9.5% | +4.0% | -13.5% | -13.5% |
| 6M | +44.9% | +12.3% | +32.6% | +27.1% |
| YTD | +64.4% | +14.0% | +50.3% | +41.9% |
| 1Y | +78.5% | +20.3% | +58.2% | +45.3% |
| All | +44.8% | +74.2% | -29.4% | -21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling