+34.9%
MAS vs VIG
+14.5%
+20.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.2% |
| 7D | +2.0% | -1.8% | +3.7% | +5.4% |
| 30D | +19.4% | +2.7% | +16.7% | +13.3% |
| 3M | +9.4% | 0.0% | +9.5% | +9.5% |
| 6M | +15.3% | +6.8% | +8.6% | +2.9% |
| YTD | +31.3% | +12.1% | +19.2% | +8.4% |
| 1Y | +34.9% | +14.8% | +20.0% | +8.2% |
| All | +34.9% | +14.5% | +20.3% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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