+40.4%
MAS vs VSH
+62.1%
-21.7%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -5.1% | +10.7% | +6.0% |
| 7D | +14.2% | -13.6% | +27.8% | +15.3% |
| 30D | +26.8% | -30.4% | +57.2% | +30.7% |
| 3M | +13.1% | -33.3% | +46.4% | +16.5% |
| 6M | +27.9% | -15.1% | +43.0% | +23.3% |
| YTD | +38.7% | +80.2% | -41.6% | +10.6% |
| 1Y | +40.4% | +63.4% | -23.0% | +14.2% |
| All | +40.4% | +62.1% | -21.7% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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