+26.9%
MKSI vs VTEB
+0.7%
+26.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.4% | -9.7% | -9.8% |
| 7D | -18.2% | +1.2% | -19.4% | -19.7% |
| 30D | -37.2% | +4.2% | -41.3% | -42.4% |
| 3M | -43.5% | -0.5% | -43.0% | -36.6% |
| 6M | -38.4% | -0.6% | -37.9% | -30.2% |
| YTD | +10.9% | +0.3% | +10.7% | +21.2% |
| 1Y | +26.9% | +0.8% | +26.1% | +34.6% |
| All | +26.9% | +0.7% | +26.2% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling