+17.4%
VGT vs MOS
-11.5%
+28.9%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.6% | +4.0% | -0.4% |
| 7D | +5.6% | -2.6% | +8.2% | +5.7% |
| 30D | -10.6% | +13.5% | -24.0% | -11.1% |
| 3M | -6.9% | -2.9% | -4.0% | -6.8% |
| 6M | +0.9% | -1.0% | +1.9% | +0.6% |
| YTD | +20.4% | -7.2% | +27.6% | +21.8% |
| 1Y | +17.4% | -11.4% | +28.8% | +18.9% |
| All | +17.4% | -11.5% | +28.9% | +18.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling