-9.6%
MOS price history and return analytics
+66.2%
-75.8%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +10.1% |
| 6M | +1.2% | +12.0% | -10.8% | -9.9% |
| YTD | +9.3% | +15.3% | -6.0% | -5.7% |
| 1Y | -18.0% | +22.6% | -40.6% | -33.4% |
| 3Y | -29.0% | +74.7% | -103.7% | -60.5% |
| All | -9.6% | +66.2% | -75.8% | -45.7% |
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