+296.7%
VST vs MKSI
+214.8%
+81.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | +0.2% |
| 7D | +6.6% | +12.2% | -5.6% | +0.5% |
| 30D | -12.4% | -8.0% | -4.3% | -8.8% |
| 3M | -9.0% | -29.5% | +20.5% | +6.8% |
| 6M | -6.4% | -31.9% | +25.5% | +7.6% |
| YTD | -17.2% | +35.3% | -52.5% | -34.6% |
| 1Y | -22.0% | +50.3% | -72.3% | -41.9% |
| 3Y | +296.7% | +216.4% | +80.3% | +146.6% |
| All | +296.7% | +214.8% | +81.8% | +146.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling