+909.2%
VTI vs MAS
+581.5%
+327.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.4% | -0.9% | -3.2% |
| 7D | -4.7% | +4.6% | -9.2% | -6.2% |
| 30D | -5.8% | +19.9% | -25.6% | -11.7% |
| 3M | -4.8% | +8.9% | -13.7% | -8.0% |
| 6M | +1.5% | +20.2% | -18.6% | -5.9% |
| YTD | +8.5% | +33.9% | -25.4% | -4.1% |
| 1Y | +9.4% | +34.7% | -25.2% | -3.6% |
| 3Y | +73.9% | +60.4% | +13.5% | +41.2% |
| 5Y | +59.5% | +43.5% | +16.0% | +32.4% |
| 10Y | +295.8% | +226.7% | +69.2% | +141.4% |
| All | +909.2% | +581.5% | +327.7% | +252.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling