+291.1%
VTI vs MAS
+214.3%
+76.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | +3.4% | +1.2% | +2.2% | +2.9% |
| 30D | -2.3% | +21.6% | -23.9% | -9.7% |
| 3M | -2.2% | +14.1% | -16.3% | -7.5% |
| 6M | +3.3% | +22.6% | -19.3% | -6.1% |
| YTD | +12.1% | +35.4% | -23.3% | -3.4% |
| 1Y | +12.2% | +37.5% | -25.3% | -4.1% |
| 3Y | +78.0% | +58.3% | +19.7% | +38.5% |
| 5Y | +65.2% | +39.1% | +26.1% | +33.0% |
| All | +291.1% | +214.3% | +76.9% | +120.2% |
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