-11.4%
MOS vs VTEB
0.0%
-11.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.8% | -3.7% | -3.1% |
| 7D | -2.6% | -0.7% | -1.8% | -1.2% |
| 30D | +13.5% | +2.7% | +10.8% | +10.5% |
| 3M | -2.9% | -1.2% | -1.7% | +0.5% |
| 6M | -1.0% | -1.0% | 0.0% | +2.5% |
| YTD | -7.2% | -0.2% | -7.0% | +3.6% |
| 1Y | -11.4% | +0.1% | -11.5% | +2.8% |
| All | -11.4% | 0.0% | -11.4% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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