+75.5%
VOO vs MOS
-26.6%
+102.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -2.7% | +21.6% | -24.3% | -4.8% |
| 30D | -5.4% | +12.0% | -17.3% | -6.6% |
| 3M | -4.1% | -3.9% | -0.2% | -3.9% |
| 6M | +0.7% | -3.3% | +4.1% | +0.5% |
| YTD | +8.7% | -4.6% | +13.4% | +7.7% |
| 1Y | +11.0% | -7.0% | +17.9% | +10.1% |
| 3Y | +75.5% | -24.4% | +99.9% | +74.7% |
| All | +75.5% | -26.6% | +102.1% | +74.7% |
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