+1,232.7%
VST vs MKSI
+494.4%
+738.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.7% |
| 7D | +5.3% | +6.6% | -1.3% | +3.2% |
| 30D | +5.8% | -8.2% | +14.0% | +8.4% |
| 3M | +3.5% | -16.4% | +19.9% | +7.5% |
| 6M | -7.4% | +23.0% | -30.4% | -15.1% |
| YTD | -6.1% | +68.2% | -74.3% | -21.9% |
| 1Y | -21.6% | +148.6% | -170.2% | -42.6% |
| 3Y | +357.2% | +196.0% | +161.2% | +216.8% |
| 5Y | +777.0% | +87.4% | +689.7% | +543.2% |
| All | +1,232.7% | +494.4% | +738.4% | +670.7% |
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 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