+78.5%
VTV vs MOS
-28.2%
+106.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | +2.9% | -2.0% | +4.9% | +3.1% |
| 30D | +3.8% | +15.3% | -11.5% | +1.9% |
| 3M | +1.6% | +1.5% | +0.1% | +1.1% |
| 6M | +11.2% | -2.0% | +13.2% | +10.8% |
| YTD | +22.0% | -6.5% | +28.5% | +21.0% |
| 1Y | +24.9% | -11.1% | +35.9% | +24.6% |
| 3Y | +78.5% | -30.3% | +108.7% | +81.6% |
| All | +78.5% | -28.2% | +106.6% | +81.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling