-80.1%
MASS vs VOO
+120.3%
-200.5%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | +0.2% |
| 7D | -7.8% | +2.6% | -10.3% | -11.6% |
| 30D | -17.7% | -2.0% | -15.7% | -13.7% |
| 3M | -3.7% | -2.8% | -0.9% | +2.5% |
| 6M | +29.2% | +2.2% | +27.0% | +26.5% |
| YTD | +85.5% | +11.5% | +74.0% | +56.1% |
| 1Y | +67.6% | +13.5% | +54.2% | +36.9% |
| 3Y | +72.4% | +78.1% | -5.7% | -40.3% |
| 5Y | -69.4% | +73.1% | -142.6% | -88.1% |
| All | -80.1% | +120.3% | -200.5% | -94.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling