+73.8%
VTI vs MAS
+61.2%
+12.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.4% | -0.9% | -3.5% |
| 7D | -4.7% | +4.6% | -9.2% | -5.7% |
| 30D | -5.8% | +19.9% | -25.6% | -10.1% |
| 3M | -4.8% | +8.9% | -13.7% | -7.0% |
| 6M | +1.5% | +20.2% | -18.6% | -4.0% |
| YTD | +8.5% | +33.9% | -25.4% | -1.8% |
| 1Y | +9.4% | +34.7% | -25.2% | -1.2% |
| All | +73.8% | +61.2% | +12.6% | +46.4% |
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