+1,088.3%
VST vs MKSI
+391.1%
+697.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +1.4% |
| 7D | +19.2% | +25.3% | -6.1% | +10.8% |
| 30D | -17.2% | -10.5% | -6.6% | -14.1% |
| 3M | -8.1% | -27.7% | +19.6% | +1.4% |
| 6M | -8.1% | -28.8% | +20.7% | +0.3% |
| YTD | -16.3% | +39.0% | -55.2% | -26.1% |
| 1Y | -24.1% | +45.2% | -69.3% | -34.0% |
| 3Y | +300.2% | +218.8% | +81.4% | +179.4% |
| 5Y | +645.9% | +38.1% | +607.8% | +494.9% |
| 10Y | +1,152.2% | +360.8% | +791.4% | +676.9% |
| All | +1,088.3% | +391.1% | +697.2% | +629.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling