-6.3%
MOS vs VOO
+309.6%
-316.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.2% |
| 7D | -2.0% | +2.6% | -4.5% | -4.7% |
| 30D | +15.3% | -2.0% | +17.3% | +17.5% |
| 3M | +1.5% | -2.8% | +4.3% | +4.2% |
| 6M | -2.0% | +2.2% | -4.1% | -4.8% |
| YTD | -6.5% | +11.5% | -18.0% | -18.1% |
| 1Y | -11.1% | +13.5% | -24.5% | -23.7% |
| 3Y | -30.3% | +78.1% | -108.3% | -65.3% |
| 5Y | -33.5% | +73.1% | -106.7% | -66.1% |
| All | -6.3% | +309.6% | -316.0% | -83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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