-48.5%
MOS vs VOO
+777.9%
-826.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.2% |
| 7D | +21.6% | -2.7% | +24.3% | +25.2% |
| 30D | +12.0% | -5.4% | +17.3% | +18.9% |
| 3M | -3.9% | -4.1% | +0.2% | +0.2% |
| 6M | -3.3% | +0.7% | -4.1% | -4.7% |
| YTD | -4.6% | +8.7% | -13.4% | -14.4% |
| 1Y | -7.0% | +11.0% | -17.9% | -18.6% |
| 3Y | -24.4% | +75.5% | -99.9% | -62.5% |
| 5Y | -32.1% | +68.4% | -100.5% | -64.9% |
| 10Y | +10.3% | +315.7% | -305.4% | -80.8% |
| All | -48.5% | +777.9% | -826.3% | -96.4% |
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