+61.7%
MAS vs VEU
+64.4%
-2.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.7% | +0.2% | -0.1% |
| 7D | +4.6% | -3.4% | +8.0% | +8.0% |
| 30D | +19.9% | -5.6% | +25.5% | +26.3% |
| 3M | +8.9% | -6.2% | +15.1% | +15.5% |
| 6M | +20.2% | -2.0% | +22.1% | +21.8% |
| YTD | +33.9% | +8.5% | +25.4% | +23.1% |
| 1Y | +34.7% | +12.1% | +22.6% | +20.0% |
| All | +61.7% | +64.4% | -2.7% | -4.7% |
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