+514.9%
MKSI vs VTR
+99.2%
+415.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.2% |
| 7D | +2.7% | -0.3% | +3.0% | +2.8% |
| 30D | -12.8% | +1.1% | -13.9% | -13.2% |
| 3M | -22.5% | +7.9% | -30.4% | -25.3% |
| 6M | +19.4% | +6.2% | +13.2% | +15.4% |
| YTD | +67.7% | +17.7% | +50.0% | +56.6% |
| 1Y | +131.4% | +32.9% | +98.5% | +106.6% |
| 3Y | +197.3% | +129.7% | +67.6% | +115.6% |
| 5Y | +87.0% | +89.3% | -2.4% | +43.6% |
| All | +514.9% | +99.2% | +415.7% | +287.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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