-32.8%
MOS vs VOO
+67.9%
-100.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.1% |
| 7D | +21.6% | -2.7% | +24.3% | +24.3% |
| 30D | +12.0% | -5.4% | +17.3% | +17.0% |
| 3M | -3.9% | -4.1% | +0.2% | -0.8% |
| 6M | -3.3% | +0.7% | -4.1% | -4.3% |
| YTD | -4.6% | +8.7% | -13.4% | -11.9% |
| 1Y | -7.0% | +11.0% | -17.9% | -15.7% |
| 3Y | -24.4% | +75.5% | -99.9% | -55.6% |
| All | -32.8% | +67.9% | -100.7% | -58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling