-40.9%
MOS vs VOO
+817.1%
-858.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.9% |
| 7D | +9.5% | +0.1% | +9.4% | +9.3% |
| 30D | +10.4% | +0.1% | +10.4% | +10.2% |
| 3M | +12.9% | +2.0% | +10.9% | +10.1% |
| 6M | +1.2% | +13.0% | -11.8% | -12.4% |
| YTD | +9.3% | +13.6% | -4.3% | -6.2% |
| 1Y | -18.0% | +20.1% | -38.1% | -34.0% |
| 3Y | -29.0% | +77.6% | -106.6% | -65.0% |
| 5Y | -9.6% | +82.4% | -92.0% | -57.4% |
| 10Y | +6.1% | +316.8% | -310.8% | -81.4% |
| All | -40.9% | +817.1% | -858.0% | -96.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling