+58.6%
MAS vs VEU
+64.7%
-6.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.1% |
| 7D | +2.0% | -1.6% | +3.6% | +3.6% |
| 30D | +19.4% | -4.3% | +23.7% | +24.2% |
| 3M | +9.4% | -5.8% | +15.3% | +15.6% |
| 6M | +15.3% | -4.4% | +19.7% | +19.8% |
| YTD | +31.3% | +8.7% | +22.7% | +20.6% |
| 1Y | +34.9% | +12.6% | +22.2% | +19.6% |
| 3Y | +58.6% | +65.2% | -6.6% | -6.7% |
| All | +58.6% | +64.7% | -6.1% | -6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling