-96.6%
MAAS vs VT
+57.9%
-154.5%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +0.6% | -1.6% | +2.2% | +1.3% |
| 30D | -11.6% | -2.5% | -9.1% | -10.6% |
| 3M | -34.5% | -1.3% | -33.2% | -34.3% |
| 6M | +25.6% | +3.1% | +22.5% | +23.1% |
| YTD | +124.3% | +10.9% | +113.3% | +112.5% |
| 1Y | +230.8% | +12.1% | +218.7% | +211.9% |
| 3Y | -96.0% | +73.9% | -169.9% | -96.4% |
| All | -96.6% | +57.9% | -154.5% | -96.9% |
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