+59.8%
VTI vs MAS
+39.2%
+20.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +1.0% |
| 7D | -2.6% | +2.0% | -4.6% | -3.3% |
| 30D | -5.0% | +19.4% | -24.4% | -10.7% |
| 3M | -4.3% | +9.4% | -13.7% | -7.5% |
| 6M | +0.6% | +15.3% | -14.8% | -5.4% |
| YTD | +8.9% | +31.3% | -22.4% | -3.6% |
| 1Y | +11.1% | +34.9% | -23.7% | -2.7% |
| 3Y | +74.5% | +58.6% | +15.9% | +37.4% |
| All | +59.8% | +39.2% | +20.7% | +30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling