+140.2%
MAS price history and return analytics
+224.5%
-84.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -0.8% | +0.4% | -1.2% | -1.2% |
| 30D | -5.6% | +1.0% | -6.5% | -6.5% |
| 3M | +4.4% | +2.4% | +2.1% | +1.9% |
| 6M | +7.2% | +12.0% | -4.8% | -4.8% |
| YTD | +16.1% | +15.3% | +0.8% | -0.1% |
| 1Y | +0.1% | +22.6% | -22.5% | -19.4% |
| 3Y | +28.3% | +74.7% | -46.4% | -29.0% |
| 5Y | +30.5% | +66.1% | -35.7% | -23.7% |
| All | +140.2% | +224.5% | -84.3% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling