+514.9%
MKSI vs VTRS
-48.4%
+563.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.8% |
| 7D | +2.7% | -2.2% | +4.9% | +3.6% |
| 30D | -12.8% | +3.3% | -16.1% | -13.9% |
| 3M | -22.5% | +2.0% | -24.5% | -23.8% |
| 6M | +19.4% | +19.9% | -0.6% | +9.9% |
| YTD | +67.7% | +35.7% | +32.0% | +46.4% |
| 1Y | +131.4% | +68.1% | +63.3% | +83.9% |
| 3Y | +197.3% | +87.1% | +110.2% | +122.9% |
| 5Y | +87.0% | +47.6% | +39.3% | +48.1% |
| All | +514.9% | -48.4% | +563.3% | +509.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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