+1,136.6%
MKSI vs VT
+360.7%
+775.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.1% | +4.7% | +4.3% |
| 7D | +15.9% | -0.7% | +16.6% | +17.7% |
| 30D | -9.6% | -1.7% | -7.8% | -6.6% |
| 3M | -23.2% | -2.3% | -20.9% | -19.8% |
| 6M | -29.2% | +1.5% | -30.7% | -28.4% |
| YTD | +41.8% | +12.0% | +29.8% | +27.0% |
| 1Y | +48.7% | +12.9% | +35.8% | +32.5% |
| 3Y | +225.3% | +74.9% | +150.3% | +80.4% |
| 5Y | +43.6% | +59.9% | -16.4% | -6.0% |
| 10Y | +370.2% | +224.6% | +145.5% | +57.7% |
| All | +1,136.6% | +360.7% | +775.9% | +200.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling