+514.9%
MKSI vs VTEB
+17.9%
+497.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +1.6% |
| 7D | +2.7% | -0.9% | +3.6% | +4.0% |
| 30D | -12.8% | -2.5% | -10.3% | -9.8% |
| 3M | -22.5% | -3.0% | -19.6% | -19.3% |
| 6M | +19.4% | -2.1% | +21.5% | +23.2% |
| YTD | +67.7% | -1.5% | +69.2% | +71.7% |
| 1Y | +131.4% | +0.2% | +131.2% | +132.0% |
| 3Y | +197.3% | +8.6% | +188.8% | +168.4% |
| 5Y | +87.0% | +1.2% | +85.8% | +80.9% |
| All | +514.9% | +17.9% | +497.1% | +518.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling