+7.2%
MAS vs VEU
+11.6%
-4.4%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.3% |
| 7D | -0.8% | +1.1% | -1.9% | -1.8% |
| 30D | -5.6% | +2.2% | -7.7% | -7.4% |
| 3M | +4.4% | +3.0% | +1.5% | +1.4% |
| 6M | +7.2% | +10.9% | -3.7% | -4.2% |
| All | +7.2% | +11.6% | -4.4% | -4.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling