-34.8%
VG vs MKSI
+121.4%
-156.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.3% | +3.7% | +1.9% |
| 7D | +7.0% | +4.9% | +2.2% | +5.9% |
| 30D | +17.2% | -11.0% | +28.2% | +19.9% |
| 3M | +16.8% | -17.1% | +33.9% | +17.6% |
| 6M | +36.3% | +16.4% | +19.9% | +17.1% |
| YTD | +127.9% | +64.3% | +63.6% | +58.6% |
| 1Y | +11.7% | +137.7% | -126.0% | -37.1% |
| All | -34.8% | +121.4% | -156.1% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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