+1,078.1%
MAS vs VOO
+815.3%
+262.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.6% | +4.0% | +3.7% |
| 7D | +14.2% | -0.7% | +14.9% | +15.1% |
| 30D | +26.8% | -1.1% | +27.9% | +28.2% |
| 3M | +13.1% | -0.3% | +13.5% | +13.4% |
| 6M | +27.9% | +7.4% | +20.6% | +17.7% |
| YTD | +38.7% | +13.4% | +25.3% | +19.9% |
| 1Y | +40.4% | +14.8% | +25.6% | +19.5% |
| 3Y | +66.1% | +83.3% | -17.2% | -19.6% |
| 5Y | +47.4% | +76.1% | -28.7% | -25.0% |
| 10Y | +238.3% | +333.4% | -95.0% | -51.3% |
| All | +1,078.1% | +815.3% | +262.8% | -51.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling