-83.2%
MSOS price history and return analytics
+102.1%
-185.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.5% | -0.2% |
| 7D | +1.2% | -4.2% | +5.4% | +6.0% |
| 30D | -7.2% | -5.8% | -1.4% | -0.9% |
| 3M | +2.2% | -5.2% | +7.5% | +8.4% |
| 6M | -18.1% | +0.1% | -18.2% | -18.3% |
| YTD | -12.5% | +8.2% | -20.7% | -19.1% |
| 1Y | -3.5% | +10.1% | -13.6% | -12.9% |
| 3Y | -29.8% | +69.7% | -99.4% | -60.2% |
| 5Y | -85.3% | +53.4% | -138.7% | -90.1% |
| All | -83.2% | +102.1% | -185.3% | -92.2% |
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