+282.4%
VTI vs MAS
+215.9%
+66.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +1.0% |
| 7D | -2.6% | +2.4% | -4.9% | -3.5% |
| 30D | -5.0% | +19.8% | -24.9% | -11.7% |
| 3M | -4.3% | +9.8% | -14.1% | -8.2% |
| 6M | +0.6% | +15.8% | -15.2% | -6.4% |
| YTD | +8.9% | +31.8% | -22.9% | -5.2% |
| 1Y | +11.1% | +35.4% | -24.2% | -4.5% |
| 3Y | +74.5% | +59.2% | +15.3% | +35.2% |
| 5Y | +60.1% | +41.2% | +18.8% | +27.7% |
| All | +282.4% | +215.9% | +66.5% | +116.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling