+103.8%
VGT vs MOS
-28.2%
+132.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.8% |
| 7D | +2.5% | -2.0% | +4.4% | +2.7% |
| 30D | -9.5% | +15.3% | -24.8% | -11.3% |
| 3M | -9.5% | +1.5% | -11.0% | -10.0% |
| 6M | -1.8% | -2.0% | +0.2% | -2.2% |
| YTD | +18.4% | -6.5% | +24.9% | +17.3% |
| 1Y | +18.7% | -11.1% | +29.8% | +18.6% |
| 3Y | +103.8% | -30.3% | +134.1% | +102.9% |
| All | +103.8% | -28.2% | +132.0% | +102.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling