-49.4%
VG vs MKSI
+80.5%
-129.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.5% |
| 7D | -7.7% | +4.0% | -11.7% | -8.6% |
| 30D | -8.8% | -19.3% | +10.5% | -5.0% |
| 3M | -15.6% | -26.9% | +11.3% | -10.6% |
| 6M | +5.2% | -31.7% | +37.0% | +8.5% |
| YTD | +76.9% | +33.9% | +43.0% | +27.7% |
| 1Y | +42.5% | +34.9% | +7.6% | +2.0% |
| All | -49.4% | +80.5% | -129.8% | -66.1% |
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