+131.4%
MKSI vs VO
+13.3%
+118.1%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | 0.0% |
| 7D | +2.7% | -1.5% | +4.2% | +6.8% |
| 30D | -12.8% | -3.0% | -9.8% | -5.3% |
| 3M | -22.5% | +2.8% | -25.3% | -26.9% |
| 6M | +19.4% | +10.9% | +8.5% | -5.1% |
| YTD | +67.7% | +12.5% | +55.3% | +28.4% |
| 1Y | +131.4% | +12.0% | +119.4% | +84.6% |
| All | +131.4% | +13.3% | +118.1% | +84.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling