+8.2%
MOS vs VO
+194.3%
-186.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.7% |
| 7D | +9.5% | -0.3% | +9.8% | +9.8% |
| 30D | +10.4% | -0.3% | +10.8% | +10.6% |
| 3M | +12.9% | +2.9% | +9.9% | +8.9% |
| 6M | +1.2% | +9.3% | -8.1% | -9.3% |
| YTD | +9.3% | +14.2% | -4.9% | -7.1% |
| 1Y | -18.0% | +15.3% | -33.2% | -31.0% |
| 3Y | -29.0% | +56.2% | -85.3% | -59.4% |
| 5Y | -9.6% | +42.4% | -52.0% | -42.5% |
| All | +8.2% | +194.3% | -186.1% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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