-79.5%
MASS vs VOO
+124.4%
-203.9%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.8% |
| 7D | -6.3% | +0.1% | -6.4% | -6.6% |
| 30D | +19.5% | +0.1% | +19.4% | +19.3% |
| 3M | +13.9% | +2.0% | +11.9% | +10.1% |
| 6M | +49.1% | +13.0% | +36.1% | +21.4% |
| YTD | +91.4% | +13.6% | +77.8% | +53.9% |
| 1Y | +82.7% | +20.1% | +62.6% | +32.9% |
| 3Y | +41.4% | +77.6% | -36.2% | -51.0% |
| 5Y | -74.3% | +82.4% | -156.8% | -91.0% |
| All | -79.5% | +124.4% | -203.9% | -95.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling