+85.3%
MOVE price history and return analytics
+23.3%
+62.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | 0.0% | +3.0% | +3.0% |
| 7D | +28.3% | +0.4% | +27.8% | +26.5% |
| 30D | +21.2% | +1.0% | +20.2% | +18.3% |
| 3M | -29.5% | +2.4% | -31.9% | -32.3% |
| 6M | +45.1% | +12.0% | +33.0% | +19.0% |
| YTD | +140.9% | +15.3% | +125.5% | +54.4% |
| 1Y | +85.3% | +22.6% | +62.8% | -6.3% |
| All | +85.3% | +23.3% | +62.0% | -6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling