+785.4%
VOO vs MAS
+1,018.1%
-232.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.4% | -0.9% | -3.2% |
| 7D | -4.7% | +4.6% | -9.3% | -6.2% |
| 30D | -5.9% | +19.9% | -25.8% | -11.6% |
| 3M | -4.5% | +8.9% | -13.4% | -7.6% |
| 6M | +1.9% | +20.2% | -18.3% | -5.4% |
| YTD | +8.4% | +33.9% | -25.5% | -3.9% |
| 1Y | +9.5% | +34.7% | -25.2% | -3.3% |
| 3Y | +75.3% | +60.4% | +14.9% | +42.4% |
| 5Y | +67.9% | +43.5% | +24.4% | +39.1% |
| 10Y | +314.4% | +226.7% | +87.7% | +156.4% |
| All | +785.4% | +1,018.1% | -232.6% | +232.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling