+33.8%
MAS vs VOO
+77.8%
-44.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.2% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -5.6% | +0.1% | -5.6% | -5.6% |
| 3M | +4.4% | +2.0% | +2.4% | +2.5% |
| 6M | +7.2% | +13.0% | -5.8% | -4.6% |
| YTD | +16.1% | +13.6% | +2.5% | +2.7% |
| 1Y | +0.1% | +20.1% | -20.0% | -16.2% |
| All | +33.8% | +77.8% | -44.0% | -24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling