-21.6%
VST vs MKSI
+146.1%
-167.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.8% |
| 7D | +5.3% | +6.6% | -1.3% | +2.8% |
| 30D | +5.8% | -8.2% | +14.0% | +8.9% |
| 3M | +3.5% | -16.4% | +19.9% | +6.9% |
| 6M | -7.4% | +23.0% | -30.4% | -19.9% |
| YTD | -6.1% | +68.2% | -74.3% | -29.0% |
| 1Y | -21.6% | +148.6% | -170.2% | -46.1% |
| All | -21.6% | +146.1% | -167.8% | -46.1% |
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