+502.3%
MKSI vs VT
+226.9%
+275.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.5% | -0.6% |
| 7D | +4.9% | -2.0% | +6.9% | +9.1% |
| 30D | -11.0% | -1.4% | -9.5% | -8.4% |
| 3M | -17.1% | +4.7% | -21.8% | -22.5% |
| 6M | +16.4% | +11.4% | +5.1% | -2.3% |
| YTD | +64.3% | +13.1% | +51.2% | +34.7% |
| 1Y | +137.7% | +19.0% | +118.7% | +79.2% |
| 3Y | +189.1% | +73.9% | +115.2% | +20.6% |
| 5Y | +83.1% | +65.4% | +17.7% | -11.9% |
| All | +502.3% | +226.9% | +275.5% | +4.6% |
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