+98.6%
VGT vs MOS
-32.4%
+131.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.2% | +1.3% |
| 7D | -7.2% | +21.6% | -28.8% | -10.2% |
| 30D | -16.1% | +12.0% | -28.1% | -17.8% |
| 3M | -9.2% | -3.9% | -5.3% | -9.1% |
| 6M | -0.7% | -3.3% | +2.6% | -1.1% |
| YTD | +15.6% | -4.6% | +20.2% | +14.3% |
| 1Y | +14.4% | -7.0% | +21.3% | +13.3% |
| 3Y | +105.2% | -24.4% | +129.7% | +105.9% |
| All | +98.6% | -32.4% | +131.0% | +86.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling