+210.3%
MAS vs VOO
+308.3%
-98.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.8% |
| 7D | +2.4% | -2.7% | +5.1% | +5.2% |
| 30D | +19.8% | -5.4% | +25.2% | +26.5% |
| 3M | +9.8% | -4.1% | +13.9% | +14.4% |
| 6M | +15.8% | +0.7% | +15.0% | +14.9% |
| YTD | +31.8% | +8.7% | +23.1% | +21.3% |
| 1Y | +35.4% | +11.0% | +24.4% | +21.9% |
| 3Y | +59.2% | +75.5% | -16.3% | -10.4% |
| 5Y | +41.2% | +68.4% | -27.1% | -16.9% |
| All | +210.3% | +308.3% | -98.0% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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