+72.6%
VTV vs MAS
+58.1%
+14.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | +0.1% |
| 7D | -2.2% | +2.0% | -4.2% | -2.7% |
| 30D | +2.2% | +19.4% | -17.2% | -2.1% |
| 3M | +0.3% | +9.4% | -9.1% | -2.0% |
| 6M | +8.3% | +15.3% | -7.0% | +3.8% |
| YTD | +18.5% | +31.3% | -12.8% | +8.6% |
| 1Y | +23.0% | +34.9% | -11.8% | +11.8% |
| 3Y | +72.6% | +58.6% | +14.0% | +49.6% |
| All | +72.6% | +58.1% | +14.5% | +49.6% |
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