+2.8%
MOS vs VOO
+317.9%
-315.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | -0.8% |
| 7D | +19.7% | +0.1% | +19.6% | +19.3% |
| 30D | +21.5% | -3.3% | +24.8% | +25.8% |
| 3M | -0.4% | -2.4% | +2.0% | +1.8% |
| 6M | +4.5% | +2.6% | +1.9% | +1.0% |
| YTD | -2.9% | +11.3% | -14.2% | -14.7% |
| 1Y | -7.7% | +13.4% | -21.2% | -20.8% |
| 3Y | -25.6% | +80.3% | -105.9% | -63.6% |
| 5Y | -31.2% | +72.7% | -103.9% | -64.8% |
| 10Y | +2.8% | +310.0% | -307.2% | -82.2% |
| All | +2.8% | +317.9% | -315.1% | -82.2% |
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