-28.3%
MOS price history and return analytics
+75.0%
-103.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +9.5% | +0.4% | +9.1% | +9.0% |
| 30D | +10.4% | +1.0% | +9.4% | +9.3% |
| 3M | +12.9% | +2.4% | +10.5% | +10.3% |
| 6M | +1.2% | +12.0% | -10.8% | -9.4% |
| YTD | +9.3% | +15.3% | -6.0% | -5.1% |
| 1Y | -18.0% | +22.6% | -40.6% | -32.9% |
| All | -28.3% | +75.0% | -103.3% | -61.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling