+1,080.0%
MKSI vs VT
+356.5%
+723.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.4% | -2.2% |
| 7D | +12.2% | +2.4% | +9.8% | +9.0% |
| 30D | -8.0% | -1.5% | -6.5% | -5.3% |
| 3M | -29.5% | -4.1% | -25.4% | -24.5% |
| 6M | -31.9% | +0.6% | -32.5% | -30.3% |
| YTD | +35.3% | +11.0% | +24.3% | +22.8% |
| 1Y | +50.3% | +13.3% | +36.9% | +33.1% |
| 3Y | +216.4% | +73.4% | +143.0% | +77.7% |
| 5Y | +34.4% | +57.4% | -23.0% | -10.2% |
| 10Y | +348.6% | +221.7% | +126.9% | +52.4% |
| All | +1,080.0% | +356.5% | +723.5% | +190.2% |
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