+1,481.1%
VTR vs MOS
+2.6%
+1,478.5%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -2.3% |
| 7D | -1.7% | +9.5% | -11.2% | -3.8% |
| 30D | -2.4% | +10.4% | -12.9% | -4.9% |
| 3M | +14.8% | +12.9% | +1.9% | +10.6% |
| 6M | +5.3% | +1.2% | +4.1% | +3.2% |
| YTD | +18.1% | +9.3% | +8.8% | +13.1% |
| 1Y | +36.7% | -18.0% | +54.7% | +39.2% |
| 3Y | +130.1% | -29.0% | +159.1% | +135.5% |
| 5Y | +89.5% | -9.6% | +99.1% | +73.3% |
| 10Y | +87.4% | +6.1% | +81.3% | +47.5% |
| All | +1,481.1% | +2.6% | +1,478.5% | +878.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling