+7.6%
MOS vs VOO
+309.9%
-302.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.2% |
| 7D | +21.6% | -2.7% | +24.3% | +25.1% |
| 30D | +12.0% | -5.4% | +17.3% | +18.7% |
| 3M | -3.9% | -4.1% | +0.2% | +0.1% |
| 6M | -3.3% | +0.7% | -4.1% | -4.7% |
| YTD | -4.6% | +8.7% | -13.4% | -14.1% |
| 1Y | -7.0% | +11.0% | -17.9% | -18.2% |
| 3Y | -24.4% | +75.5% | -99.9% | -61.9% |
| 5Y | -32.1% | +68.4% | -100.5% | -64.3% |
| All | +7.6% | +309.9% | -302.3% | -81.5% |
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