+69.2%
VTRS vs MOS
-17.5%
+86.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.5% |
| 7D | +3.3% | +9.5% | -6.2% | +2.1% |
| 30D | -3.6% | +10.4% | -14.1% | -4.9% |
| 3M | +7.0% | +12.9% | -5.9% | +4.9% |
| 6M | +17.5% | +1.2% | +16.2% | +16.5% |
| YTD | +38.8% | +9.3% | +29.5% | +37.0% |
| 1Y | +69.2% | -18.0% | +87.2% | +72.0% |
| All | +69.2% | -17.5% | +86.7% | +72.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling