+1,751.5%
MKSI vs VOO
+810.0%
+941.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +0.7% |
| 7D | +2.7% | -0.8% | +3.5% | +4.0% |
| 30D | -12.8% | -1.1% | -11.7% | -11.3% |
| 3M | -22.5% | +3.9% | -26.4% | -26.3% |
| 6M | +19.4% | +13.6% | +5.8% | -0.7% |
| YTD | +67.7% | +12.7% | +55.0% | +42.0% |
| 1Y | +131.4% | +17.6% | +113.8% | +84.9% |
| 3Y | +197.3% | +77.3% | +120.0% | +37.8% |
| 5Y | +87.0% | +84.1% | +2.8% | -13.5% |
| 10Y | +522.1% | +323.5% | +198.5% | +1.0% |
| All | +1,751.5% | +810.0% | +941.5% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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