+449.7%
V vs MOS
+8.6%
+441.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.2% | +21.6% | -19.4% | -1.2% |
| 30D | +13.6% | +12.0% | +1.6% | +11.1% |
| 3M | +14.3% | -3.9% | +18.2% | +14.4% |
| 6M | +33.1% | -3.3% | +36.4% | +32.4% |
| YTD | +21.2% | -4.6% | +25.9% | +19.6% |
| 1Y | +26.4% | -7.0% | +33.4% | +25.1% |
| 3Y | +77.6% | -24.4% | +102.0% | +78.0% |
| 5Y | +102.6% | -32.1% | +134.7% | +97.4% |
| All | +449.7% | +8.6% | +441.1% | +338.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 10y: compounded portfolio wealth divided by compounded MOS 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…
10y analysis · Full analysis span regression · 6 months rolling