+88.6%
MKSI vs VT
+66.2%
+22.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +3.1% |
| 7D | +7.7% | +1.0% | +6.7% | +5.2% |
| 30D | -12.9% | -0.2% | -12.6% | -12.3% |
| 3M | -14.8% | +4.5% | -19.4% | -21.2% |
| 6M | +26.6% | +14.1% | +12.6% | -2.6% |
| YTD | +66.6% | +14.8% | +51.8% | +27.0% |
| 1Y | +144.6% | +21.2% | +123.4% | +67.7% |
| 3Y | +193.1% | +76.6% | +116.6% | +3.3% |
| 5Y | +88.6% | +66.6% | +22.0% | -21.4% |
| All | +88.6% | +66.2% | +22.4% | -21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling