+40.4%
MAS vs VEU
+13.9%
+26.5%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -0.7% |
| 7D | +3.6% | +0.5% | +3.1% | +3.2% |
| 30D | +23.8% | -2.3% | +26.1% | +26.3% |
| 3M | +14.4% | -4.4% | +18.8% | +18.9% |
| 6M | +19.7% | -2.2% | +21.9% | +21.6% |
| YTD | +36.0% | +10.9% | +25.0% | +20.5% |
| 1Y | +40.4% | +13.4% | +27.0% | +21.3% |
| All | +40.4% | +13.9% | +26.5% | +21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling