-81.7%
MSOS price history and return analytics
+107.1%
-188.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | 0.0% | +6.9% | +6.9% |
| 7D | +11.1% | -1.6% | +12.7% | +13.2% |
| 30D | +0.4% | -2.5% | +2.9% | +3.4% |
| 3M | +6.7% | -1.3% | +8.0% | +8.3% |
| 6M | -10.9% | +3.1% | -14.0% | -13.8% |
| YTD | -4.9% | +10.9% | -15.8% | -14.3% |
| 1Y | +3.7% | +12.1% | -8.4% | -8.0% |
| 3Y | -23.6% | +73.9% | -97.5% | -57.8% |
| 5Y | -83.0% | +58.0% | -141.0% | -89.0% |
| All | -81.7% | +107.1% | -188.9% | -91.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling