+33.8%
MAS vs VTEB
+9.3%
+24.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.7% |
| 7D | -0.8% | -0.8% | 0.0% | +1.3% |
| 30D | -5.6% | -1.3% | -4.2% | -2.2% |
| 3M | +4.4% | -2.1% | +6.6% | +10.6% |
| 6M | +7.2% | -1.7% | +8.9% | +12.5% |
| YTD | +16.1% | -0.6% | +16.7% | +19.1% |
| 1Y | +0.1% | +3.1% | -3.0% | -4.7% |
| All | +33.8% | +9.3% | +24.4% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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