+42.5%
VTRS vs MOS
-4.4%
+46.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.4% |
| 7D | -3.5% | +1.7% | -5.1% | -3.8% |
| 30D | +2.1% | +11.7% | -9.6% | 0.0% |
| 3M | +2.6% | +23.2% | -20.6% | -1.7% |
| 6M | +17.8% | -1.6% | +19.4% | +16.9% |
| YTD | +35.7% | +10.8% | +24.8% | +31.4% |
| 1Y | +63.5% | -16.2% | +79.7% | +66.4% |
| 3Y | +85.1% | -24.2% | +109.3% | +86.8% |
| 5Y | +42.5% | -6.6% | +49.1% | +26.7% |
| All | +42.5% | -4.4% | +46.9% | +26.7% |
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 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