+36.1%
MAS vs VSH
+61.7%
-25.7%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.7% | -7.3% | -2.0% |
| 7D | +2.4% | -12.9% | +15.3% | +3.2% |
| 30D | +19.8% | -36.9% | +56.7% | +24.2% |
| 3M | +9.8% | -28.8% | +38.6% | +12.2% |
| 6M | +15.8% | -30.3% | +46.1% | +14.2% |
| YTD | +31.8% | +62.4% | -30.6% | +4.5% |
| All | +36.1% | +61.7% | -25.7% | +8.1% |
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