-30.8%
MOS vs VEU
+70.3%
-101.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.7% | -3.8% |
| 7D | -2.6% | +2.4% | -4.9% | -4.6% |
| 30D | +13.5% | -2.0% | +15.4% | +15.5% |
| 3M | -2.9% | -5.1% | +2.2% | +1.8% |
| 6M | -1.0% | -0.7% | -0.3% | -0.8% |
| YTD | -7.2% | +11.0% | -18.2% | -17.7% |
| 1Y | -11.4% | +12.4% | -23.8% | -22.5% |
| All | -30.8% | +70.3% | -101.1% | -65.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling