+90.2%
MASS vs VOO
+78.8%
+11.4%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | -0.3% | -12.9% | -12.7% |
| 7D | -6.4% | -0.6% | -5.8% | -5.1% |
| 30D | -17.1% | -3.6% | -13.5% | -11.6% |
| 3M | +13.5% | -2.7% | +16.2% | +19.4% |
| 6M | +22.2% | +2.2% | +20.0% | +20.6% |
| YTD | +90.2% | +10.9% | +79.3% | +68.3% |
| 1Y | +56.1% | +11.3% | +44.8% | +37.6% |
| 3Y | +90.2% | +76.9% | +13.3% | -41.9% |
| All | +90.2% | +78.8% | +11.4% | -41.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling