+0.6%
MOS price history and return analytics
+224.4%
-223.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -2.0% | -2.3% |
| 7D | +5.5% | -0.7% | +6.2% | +5.9% |
| 30D | +21.0% | -1.7% | +22.7% | +23.3% |
| 3M | -0.5% | -2.3% | +1.8% | +2.0% |
| 6M | +6.6% | +1.5% | +5.1% | +3.9% |
| YTD | -2.8% | +12.0% | -14.8% | -16.9% |
| 1Y | -8.1% | +12.9% | -20.9% | -22.3% |
| 3Y | -25.6% | +74.9% | -100.5% | -65.2% |
| 5Y | -29.8% | +59.9% | -89.7% | -63.0% |
| 10Y | +0.6% | +224.6% | -224.1% | -78.8% |
| All | +0.6% | +224.4% | -223.8% | -78.8% |
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