+766.9%
VST vs MKSI
+84.9%
+682.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.4% | +0.8% |
| 7D | +9.9% | +7.7% | +2.1% | +6.8% |
| 30D | +7.9% | -12.9% | +20.8% | +13.4% |
| 3M | +3.4% | -14.8% | +18.3% | +7.2% |
| 6M | -4.1% | +26.6% | -30.7% | -15.6% |
| YTD | -5.7% | +66.6% | -72.3% | -25.7% |
| 1Y | -18.9% | +144.6% | -163.4% | -45.7% |
| 3Y | +359.1% | +193.1% | +165.9% | +188.2% |
| 5Y | +766.9% | +88.6% | +678.3% | +491.3% |
| All | +766.9% | +84.9% | +682.0% | +491.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling