-11.4%
MOS vs VOO
+11.8%
-23.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.2% | -4.4% |
| 7D | -2.6% | +3.3% | -5.8% | -4.2% |
| 30D | +13.5% | -2.7% | +16.1% | +14.8% |
| 3M | -2.9% | -1.7% | -1.2% | -2.4% |
| 6M | -1.0% | +3.1% | -4.1% | -3.4% |
| YTD | -7.2% | +11.9% | -19.1% | -14.6% |
| 1Y | -11.4% | +12.1% | -23.5% | -18.6% |
| All | -11.4% | +11.8% | -23.2% | -18.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling