-34.9%
VST vs MKSI
+40.1%
-75.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -5.0% | -8.8% | -11.8% |
| 7D | -15.7% | -10.7% | -5.0% | -11.6% |
| 30D | -17.0% | -30.5% | +13.5% | -4.4% |
| 3M | -15.9% | -39.2% | +23.3% | +1.2% |
| 6M | -25.0% | -33.0% | +8.0% | -16.7% |
| YTD | -25.1% | +22.3% | -47.4% | -36.2% |
| 1Y | -34.9% | +42.7% | -77.5% | -46.7% |
| All | -34.9% | +40.1% | -75.0% | -46.7% |
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