+477.8%
MTSI vs VSH
+117.5%
+360.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -3.0% | -2.5% |
| 7D | -3.8% | -1.6% | -2.2% | -2.3% |
| 30D | -31.4% | -21.3% | -10.1% | -19.0% |
| 3M | -23.8% | -18.9% | -4.8% | -11.6% |
| 6M | -37.1% | -21.4% | -15.6% | -29.5% |
| YTD | +32.2% | +86.8% | -54.6% | -19.3% |
| 1Y | +26.9% | +85.8% | -58.8% | -22.3% |
| 3Y | +193.7% | +30.1% | +163.6% | +108.3% |
| 5Y | +218.0% | +42.8% | +175.2% | +107.3% |
| 10Y | +477.8% | +121.2% | +356.5% | +158.6% |
| All | +477.8% | +117.5% | +360.3% | +158.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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