+118.0%
MOS vs VSH
+1,132.9%
-1,014.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -14.8% | +18.1% | +7.4% |
| 7D | +22.5% | -25.2% | +47.7% | +31.3% |
| 30D | +6.6% | -41.8% | +48.4% | +22.1% |
| 3M | -3.8% | -33.4% | +29.6% | +4.7% |
| 6M | -2.2% | -31.0% | +28.8% | +1.1% |
| YTD | -4.8% | +53.6% | -58.4% | -23.2% |
| 1Y | -11.7% | +46.3% | -58.0% | -28.0% |
| 3Y | -26.5% | -1.0% | -25.6% | -35.9% |
| 5Y | -32.2% | +18.6% | -50.8% | -44.7% |
| 10Y | +10.2% | +91.7% | -81.5% | -20.6% |
| All | +118.0% | +1,132.9% | -1,014.9% | -5.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling