+514.9%
MKSI vs VO
+200.3%
+314.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +0.7% |
| 7D | +2.7% | -1.5% | +4.2% | +5.4% |
| 30D | -12.8% | -3.0% | -9.8% | -8.0% |
| 3M | -22.5% | +2.8% | -25.3% | -25.4% |
| 6M | +19.4% | +10.9% | +8.5% | +2.4% |
| YTD | +67.7% | +12.5% | +55.3% | +41.0% |
| 1Y | +131.4% | +12.0% | +119.4% | +97.6% |
| 3Y | +197.3% | +56.3% | +141.0% | +61.8% |
| 5Y | +87.0% | +42.9% | +44.0% | +22.1% |
| All | +514.9% | +200.3% | +314.7% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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