+27.9%
MAS vs VSH
-13.5%
+41.4%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -5.1% | +10.7% | +5.8% |
| 7D | +14.2% | -13.6% | +27.8% | +14.9% |
| 30D | +26.8% | -30.4% | +57.2% | +29.5% |
| 3M | +13.1% | -33.3% | +46.4% | +15.4% |
| 6M | +27.9% | -15.1% | +43.0% | +27.5% |
| All | +27.9% | -13.5% | +41.4% | +27.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling