+238.3%
MAS price history and return analytics
+231.8%
+6.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.7% | +3.9% | +3.8% |
| 7D | +14.2% | -0.3% | +14.5% | +14.5% |
| 30D | +26.8% | -1.4% | +28.3% | +28.7% |
| 3M | +13.1% | -1.4% | +14.5% | +14.8% |
| 6M | +27.9% | +5.5% | +22.5% | +20.9% |
| YTD | +38.7% | +12.8% | +25.8% | +22.1% |
| 1Y | +40.4% | +15.4% | +24.9% | +20.6% |
| 3Y | +66.1% | +76.9% | -10.8% | -9.3% |
| 5Y | +47.4% | +60.4% | -13.0% | -10.4% |
| 10Y | +238.3% | +232.8% | +5.6% | -15.4% |
| All | +238.3% | +231.8% | +6.5% | -15.4% |
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