+1,285.4%
MKSI vs VO
+814.4%
+471.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +2.1% |
| 7D | +6.6% | -0.6% | +7.2% | +7.4% |
| 30D | -8.2% | -1.9% | -6.3% | -5.7% |
| 3M | -16.4% | +3.3% | -19.7% | -19.2% |
| 6M | +23.0% | +9.7% | +13.3% | +10.6% |
| YTD | +68.2% | +12.6% | +55.6% | +46.6% |
| 1Y | +148.6% | +13.6% | +134.9% | +115.8% |
| 3Y | +196.0% | +56.8% | +139.1% | +82.8% |
| 5Y | +87.4% | +42.3% | +45.1% | +37.7% |
| 10Y | +523.8% | +199.2% | +324.6% | +107.4% |
| All | +1,285.4% | +814.4% | +471.0% | -3.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling