-34.4%
MOS vs VOO
+72.6%
-107.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | -2.0% | +2.6% | -4.5% | -4.1% |
| 30D | +15.3% | -2.0% | +17.3% | +17.0% |
| 3M | +1.5% | -2.8% | +4.3% | +3.6% |
| 6M | -2.0% | +2.2% | -4.1% | -4.1% |
| YTD | -6.5% | +11.5% | -18.0% | -15.4% |
| 1Y | -11.1% | +13.5% | -24.5% | -20.8% |
| 3Y | -30.3% | +78.1% | -108.3% | -59.4% |
| All | -34.4% | +72.6% | -107.0% | -60.5% |
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 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