+2.8%
MOS price history and return analytics
+223.7%
-220.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -1.4% |
| 7D | +19.7% | +0.4% | +19.3% | +18.9% |
| 30D | +21.5% | -2.6% | +24.1% | +25.3% |
| 3M | -0.4% | -3.2% | +2.8% | +3.3% |
| 6M | +4.5% | +0.9% | +3.6% | +2.7% |
| YTD | -2.9% | +11.3% | -14.2% | -16.3% |
| 1Y | -7.7% | +14.0% | -21.7% | -23.0% |
| 3Y | -25.6% | +75.8% | -101.5% | -65.5% |
| 5Y | -31.2% | +57.8% | -89.0% | -63.0% |
| 10Y | +2.8% | +219.8% | -217.0% | -77.5% |
| All | +2.8% | +223.7% | -220.9% | -77.5% |
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