-32.8%
MOS price history and return analytics
+53.4%
-86.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | +21.6% | -2.3% | +23.9% | +24.3% |
| 30D | +12.0% | -5.0% | +16.9% | +17.4% |
| 3M | -3.9% | -4.9% | +1.0% | +0.6% |
| 6M | -3.3% | -1.5% | -1.8% | -2.2% |
| YTD | -4.6% | +8.5% | -13.1% | -12.7% |
| 1Y | -7.0% | +11.4% | -18.4% | -17.2% |
| 3Y | -24.4% | +70.1% | -94.5% | -56.8% |
| All | -32.8% | +53.4% | -86.2% | -56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling