+89.6%
VRT vs MKSI
+142.7%
-53.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.1% | +1.5% | +2.2% |
| 7D | -8.4% | +2.7% | -11.1% | -9.9% |
| 30D | -10.9% | -12.8% | +1.9% | -2.6% |
| 3M | -13.7% | -22.5% | +8.8% | +1.5% |
| 6M | -4.1% | +19.4% | -23.5% | -14.9% |
| YTD | +58.7% | +67.7% | -9.0% | +16.3% |
| 1Y | +89.6% | +131.4% | -41.8% | +20.1% |
| All | +89.6% | +142.7% | -53.1% | +20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling