+64.6%
VTI vs MAS
+39.9%
+24.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | +2.5% | +3.0% | -0.5% | +1.5% |
| 30D | -1.5% | +22.4% | -23.9% | -8.2% |
| 3M | -3.2% | +14.5% | -17.7% | -7.8% |
| 6M | +2.3% | +27.1% | -24.8% | -6.9% |
| YTD | +11.6% | +35.8% | -24.1% | -2.3% |
| 1Y | +13.8% | +39.4% | -25.6% | -1.6% |
| 3Y | +77.4% | +60.3% | +17.2% | +39.4% |
| All | +64.6% | +39.9% | +24.7% | +36.9% |
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