+75.5%
VOO vs MAS
+58.1%
+17.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.7% |
| 7D | -2.7% | +2.0% | -4.7% | -3.1% |
| 30D | -5.4% | +19.4% | -24.8% | -9.3% |
| 3M | -4.1% | +9.4% | -13.5% | -6.2% |
| 6M | +0.7% | +15.3% | -14.6% | -3.3% |
| YTD | +8.7% | +31.3% | -22.6% | -0.3% |
| 1Y | +11.0% | +34.9% | -23.9% | +0.9% |
| 3Y | +75.5% | +58.6% | +16.9% | +51.4% |
| All | +75.5% | +58.1% | +17.3% | +51.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling