-7.9%
MOS vs VSH
+86.1%
-94.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.5% | +0.9% |
| 7D | +24.8% | -1.6% | +26.4% | +24.7% |
| 30D | +22.7% | -21.3% | +44.0% | +25.1% |
| 3M | -1.2% | -18.9% | +17.7% | +0.1% |
| 6M | +5.5% | -21.4% | +27.0% | +5.1% |
| YTD | -2.0% | +86.8% | -88.8% | -20.5% |
| 1Y | -7.9% | +85.8% | -93.7% | -25.7% |
| All | -7.9% | +86.1% | -94.1% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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