+36.1%
MAS vs VOO
+9.8%
+26.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.9% |
| 7D | +2.4% | -2.7% | +5.1% | +5.4% |
| 30D | +19.8% | -5.4% | +25.2% | +27.0% |
| 3M | +9.8% | -4.1% | +13.9% | +14.6% |
| 6M | +15.8% | +0.7% | +15.0% | +14.0% |
| YTD | +31.8% | +8.7% | +23.1% | +18.3% |
| All | +36.1% | +9.8% | +26.3% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling