+74.8%
VXUS vs MOS
-29.5%
+104.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.3% |
| 7D | +1.0% | +9.5% | -8.5% | -0.3% |
| 30D | +2.2% | +10.4% | -8.2% | +0.6% |
| 3M | +3.0% | +12.9% | -9.9% | +0.7% |
| 6M | +10.7% | +1.2% | +9.4% | +9.4% |
| YTD | +17.8% | +9.3% | +8.5% | +14.8% |
| 1Y | +27.6% | -18.0% | +45.6% | +30.0% |
| All | +74.8% | -29.5% | +104.3% | +74.6% |
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