+1,197.0%
VST vs MKSI
+480.6%
+716.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.4% | -2.0% |
| 7D | +2.0% | +4.9% | -2.9% | +0.5% |
| 30D | +1.5% | -11.0% | +12.4% | +5.0% |
| 3M | +6.3% | -17.1% | +23.4% | +10.7% |
| 6M | -10.3% | +16.4% | -26.7% | -16.3% |
| YTD | -8.6% | +64.3% | -72.9% | -23.4% |
| 1Y | -29.3% | +137.7% | -167.1% | -47.5% |
| 3Y | +344.9% | +189.1% | +155.8% | +210.6% |
| 5Y | +774.8% | +83.1% | +691.7% | +546.3% |
| All | +1,197.0% | +480.6% | +716.4% | +655.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling