-73.4%
MASS vs VOO
+82.3%
-155.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.4% |
| 7D | -7.9% | +0.5% | -8.4% | -8.8% |
| 30D | +10.5% | -0.9% | +11.4% | +12.1% |
| 3M | +21.1% | +3.9% | +17.2% | +13.0% |
| 6M | +56.7% | +14.5% | +42.2% | +24.7% |
| YTD | +86.9% | +13.0% | +73.9% | +51.8% |
| 1Y | +73.9% | +19.4% | +54.5% | +27.9% |
| 3Y | +53.0% | +78.9% | -25.8% | -47.9% |
| 5Y | -73.4% | +82.3% | -155.7% | -90.8% |
| All | -73.4% | +82.3% | -155.7% | -90.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling