+294.6%
VTI vs MOS
+11.1%
+283.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -1.1% |
| 7D | +0.6% | +7.1% | -6.4% | -0.7% |
| 30D | -1.1% | +15.0% | -16.1% | -3.8% |
| 3M | +3.9% | +24.1% | -20.2% | -0.8% |
| 6M | +14.6% | +2.7% | +11.9% | +12.6% |
| YTD | +13.3% | +12.2% | +1.1% | +9.0% |
| 1Y | +19.2% | -16.3% | +35.5% | +21.0% |
| 3Y | +77.4% | -23.3% | +100.7% | +79.2% |
| 5Y | +74.0% | -4.2% | +78.2% | +60.2% |
| 10Y | +294.6% | +12.6% | +282.0% | +220.9% |
| All | +294.6% | +11.1% | +283.5% | +220.9% |
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 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