+131.4%
MKSI vs VYM
+18.4%
+113.0%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +0.4% |
| 7D | +2.7% | -0.8% | +3.5% | +4.8% |
| 30D | -12.8% | -2.2% | -10.5% | -7.7% |
| 3M | -22.5% | +3.1% | -25.6% | -28.5% |
| 6M | +19.4% | +9.7% | +9.7% | -6.0% |
| YTD | +67.7% | +14.9% | +52.8% | +18.4% |
| 1Y | +131.4% | +17.6% | +113.8% | +52.5% |
| All | +131.4% | +18.4% | +113.0% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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