+11.0%
VOO vs MAS
+32.0%
-21.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.6% |
| 7D | -2.7% | +2.0% | -4.7% | -2.9% |
| 30D | -5.4% | +19.4% | -24.8% | -7.8% |
| 3M | -4.1% | +9.4% | -13.5% | -5.3% |
| 6M | +0.7% | +15.3% | -14.6% | -1.7% |
| YTD | +8.7% | +31.3% | -22.6% | +2.6% |
| 1Y | +11.0% | +34.9% | -23.9% | +4.1% |
| All | +11.0% | +32.0% | -21.0% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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