-6.3%
MOS price history and return analytics
+221.8%
-228.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.1% |
| 7D | -2.0% | +2.4% | -4.3% | -4.8% |
| 30D | +15.3% | -1.5% | +16.8% | +17.2% |
| 3M | +1.5% | -4.1% | +5.6% | +6.6% |
| 6M | -2.0% | +0.6% | -2.5% | -3.2% |
| YTD | -6.5% | +11.0% | -17.6% | -19.2% |
| 1Y | -11.1% | +13.3% | -24.4% | -25.2% |
| 3Y | -30.3% | +73.4% | -103.6% | -67.0% |
| 5Y | -33.5% | +57.4% | -90.9% | -64.2% |
| All | -6.3% | +221.8% | -228.1% | -80.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling