+57.5%
VWO vs MOS
-24.9%
+82.4%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.6% | +2.1% |
| 7D | +1.6% | +19.7% | -18.0% | -1.0% |
| 30D | -5.3% | +21.5% | -26.8% | -8.0% |
| 3M | -6.2% | -0.4% | -5.8% | -6.5% |
| 6M | -6.2% | +4.5% | -10.7% | -7.5% |
| YTD | +5.6% | -2.9% | +8.5% | +4.3% |
| 1Y | +6.2% | -7.7% | +13.9% | +5.6% |
| 3Y | +57.5% | -25.6% | +83.2% | +57.7% |
| All | +57.5% | -24.9% | +82.4% | +57.7% |
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 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