-80.9%
MASS vs VOO
+120.8%
-201.7%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -2.5% |
| 7D | -6.9% | -2.0% | -4.9% | -3.5% |
| 30D | -6.6% | -1.7% | -4.9% | -3.9% |
| 3M | +16.7% | +4.7% | +12.0% | +7.4% |
| 6M | +49.4% | +12.6% | +36.8% | +22.4% |
| YTD | +78.1% | +11.8% | +66.3% | +47.3% |
| 1Y | +64.0% | +17.5% | +46.5% | +23.9% |
| 3Y | +45.9% | +77.0% | -31.1% | -49.3% |
| 5Y | -74.4% | +82.6% | -157.0% | -91.1% |
| All | -80.9% | +120.8% | -201.7% | -95.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling