+2.8%
MOS vs VEU
+147.4%
-144.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -1.0% | -1.7% |
| 7D | +19.7% | +0.8% | +18.9% | +18.5% |
| 30D | +21.5% | -1.6% | +23.1% | +23.9% |
| 3M | -0.4% | -4.2% | +3.8% | +4.8% |
| 6M | +4.5% | -1.5% | +6.0% | +5.7% |
| YTD | -2.9% | +11.7% | -14.6% | -17.4% |
| 1Y | -7.7% | +15.6% | -23.3% | -25.1% |
| 3Y | -25.6% | +71.7% | -97.4% | -64.7% |
| 5Y | -31.2% | +49.5% | -80.6% | -60.6% |
| 10Y | +2.8% | +145.6% | -142.8% | -66.1% |
| All | +2.8% | +147.4% | -144.6% | -66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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