+43.2%
MASS vs VT
+0.4%
+42.7%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -4.1% | -4.2% | +0.7% |
| 7D | -21.0% | -4.2% | -16.8% | -12.6% |
| 30D | -17.7% | -5.8% | -11.9% | -5.6% |
| 3M | +20.7% | -5.2% | +25.9% | +36.8% |
| 6M | +43.2% | +0.1% | +43.0% | +41.1% |
| All | +43.2% | +0.4% | +42.7% | +41.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling