+212.3%
MAS vs VEU
+149.9%
+62.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | +3.0% | +2.1% | +0.9% | +1.0% |
| 30D | +22.4% | -0.9% | +23.3% | +23.5% |
| 3M | +14.5% | -5.4% | +19.9% | +20.6% |
| 6M | +27.1% | -1.8% | +28.9% | +29.1% |
| YTD | +35.8% | +10.9% | +24.8% | +22.3% |
| 1Y | +39.4% | +13.6% | +25.8% | +22.8% |
| 3Y | +60.3% | +69.3% | -9.0% | -4.2% |
| 5Y | +39.4% | +48.1% | -8.7% | -5.4% |
| All | +212.3% | +149.9% | +62.5% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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