+84.3%
MKSI vs VTEB
+1.2%
+83.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.4% | +1.7% | +1.3% |
| 7D | +2.7% | -0.9% | +3.6% | +4.8% |
| 30D | -12.8% | -2.5% | -10.3% | -7.8% |
| 3M | -22.5% | -3.0% | -19.6% | -17.2% |
| 6M | +19.4% | -2.1% | +21.5% | +25.6% |
| YTD | +67.7% | -1.5% | +69.2% | +74.3% |
| 1Y | +131.4% | +0.2% | +131.2% | +132.7% |
| 3Y | +197.3% | +8.6% | +188.8% | +143.4% |
| All | +84.3% | +1.2% | +83.1% | +48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling