+80.0%
MASS vs VT
+13.0%
+67.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.6% | +6.4% | +4.3% |
| 7D | +12.7% | +0.4% | +12.4% | +12.5% |
| 30D | -4.5% | -2.6% | -1.9% | +0.8% |
| 3M | +29.6% | -3.2% | +32.9% | +38.2% |
| 6M | +40.9% | +0.9% | +39.9% | +42.0% |
| YTD | +119.2% | +11.3% | +107.9% | +93.2% |
| All | +80.0% | +13.0% | +67.0% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling