+91.2%
VTR vs MOS
-8.7%
+99.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -2.2% |
| 7D | -1.7% | +9.5% | -11.2% | -2.7% |
| 30D | -2.4% | +10.4% | -12.9% | -3.6% |
| 3M | +14.8% | +12.9% | +1.9% | +12.8% |
| 6M | +5.3% | +1.2% | +4.1% | +4.5% |
| YTD | +18.1% | +9.3% | +8.8% | +15.6% |
| 1Y | +36.7% | -18.0% | +54.7% | +38.9% |
| 3Y | +130.1% | -29.0% | +159.1% | +136.4% |
| All | +91.2% | -8.7% | +99.9% | +85.4% |
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