+581.9%
VTRS vs MOS
+155.8%
+426.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.6% |
| 7D | +3.3% | +9.5% | -6.2% | +1.4% |
| 30D | -3.6% | +10.4% | -14.1% | -5.7% |
| 3M | +7.0% | +12.9% | -5.9% | +3.8% |
| 6M | +17.5% | +1.2% | +16.2% | +15.8% |
| YTD | +38.8% | +9.3% | +29.5% | +34.4% |
| 1Y | +69.2% | -18.0% | +87.2% | +72.8% |
| 3Y | +77.5% | -29.0% | +106.5% | +83.4% |
| 5Y | +39.9% | -9.6% | +49.5% | +32.0% |
| 10Y | -47.1% | +6.1% | -53.2% | -55.2% |
| All | +581.9% | +155.8% | +426.1% | +295.3% |
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