+9.4%
VG vs MKSI
-27.8%
+37.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.9% | -0.4% | +5.7% |
| 7D | +5.5% | +15.9% | -10.4% | +6.2% |
| 30D | -3.6% | -9.6% | +6.0% | -5.8% |
| 3M | -4.0% | -23.2% | +19.2% | -8.2% |
| 6M | +9.4% | -29.2% | +38.6% | +16.2% |
| All | +9.4% | -27.8% | +37.2% | +16.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling