+94.4%
VTRS vs MOS
-11.5%
+105.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.6% | +2.7% | -1.4% |
| 7D | +9.0% | -2.6% | +11.5% | +9.3% |
| 30D | +19.8% | +13.5% | +6.4% | +18.2% |
| 3M | +29.3% | -2.9% | +32.2% | +29.6% |
| 6M | +22.2% | -1.0% | +23.2% | +21.6% |
| YTD | +69.9% | -7.2% | +77.1% | +72.4% |
| 1Y | +94.4% | -11.4% | +105.8% | +97.7% |
| All | +94.4% | -11.5% | +105.9% | +97.7% |
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 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