+218.9%
MAS vs VO
+197.5%
+21.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.7% | +1.8% | +1.6% |
| 7D | +3.3% | -0.1% | +3.4% | +3.5% |
| 30D | +25.5% | +0.5% | +24.9% | +24.9% |
| 3M | +11.8% | -1.0% | +12.8% | +13.2% |
| 6M | +21.3% | +6.4% | +14.9% | +14.2% |
| YTD | +37.7% | +13.6% | +24.2% | +21.5% |
| 1Y | +41.0% | +14.5% | +26.5% | +23.4% |
| 3Y | +63.0% | +67.2% | -4.2% | -2.4% |
| 5Y | +44.1% | +36.1% | +8.0% | +6.5% |
| All | +218.9% | +197.5% | +21.4% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling