+222.1%
MAS price history and return analytics
+214.8%
+7.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.6% | +0.9% |
| 7D | +4.6% | -4.2% | +8.7% | +9.4% |
| 30D | +19.9% | -5.8% | +25.7% | +27.6% |
| 3M | +8.9% | -5.2% | +14.1% | +15.2% |
| 6M | +20.2% | +0.1% | +20.0% | +19.9% |
| YTD | +33.9% | +8.2% | +25.7% | +23.2% |
| 1Y | +34.7% | +10.1% | +24.5% | +21.6% |
| 3Y | +60.4% | +69.7% | -9.3% | -8.5% |
| 5Y | +43.5% | +53.4% | -9.9% | -8.6% |
| All | +222.1% | +214.8% | +7.3% | -17.3% |
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