-80.2%
MASS price history and return analytics
+93.6%
-173.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | 0.0% |
| 7D | -6.2% | -0.1% | -6.1% | -6.0% |
| 30D | +10.1% | -0.7% | +10.8% | +11.5% |
| 3M | +21.3% | +4.0% | +17.3% | +11.7% |
| 6M | +52.2% | +12.3% | +39.9% | +21.7% |
| YTD | +84.6% | +14.0% | +70.5% | +42.7% |
| 1Y | +71.5% | +20.3% | +51.2% | +18.6% |
| 3Y | +51.2% | +75.4% | -24.3% | -52.1% |
| 5Y | -73.0% | +66.0% | -139.0% | -89.5% |
| All | -80.2% | +93.6% | -173.8% | -93.9% |
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