+163.6%
VEA vs MOS
+12.0%
+151.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.6% |
| 7D | +0.3% | +1.7% | -1.4% | 0.0% |
| 30D | +0.4% | +11.7% | -11.2% | -1.7% |
| 3M | +4.8% | +23.2% | -18.4% | +0.4% |
| 6M | +11.3% | -1.6% | +12.9% | +10.4% |
| YTD | +17.4% | +10.8% | +6.5% | +13.5% |
| 1Y | +26.2% | -16.2% | +42.4% | +28.2% |
| 3Y | +77.7% | -24.2% | +102.0% | +80.1% |
| 5Y | +60.9% | -6.6% | +67.6% | +49.4% |
| 10Y | +163.6% | +16.3% | +147.3% | +111.2% |
| All | +163.6% | +12.0% | +151.6% | +111.2% |
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