+11.9%
VT vs MKSI
+42.6%
-30.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.3% |
| 7D | +2.9% | +25.3% | -22.4% | -0.7% |
| 30D | -2.5% | -10.5% | +8.0% | -1.3% |
| 3M | -3.3% | -27.7% | +24.4% | +0.9% |
| 6M | +1.5% | -28.8% | +30.4% | +4.2% |
| YTD | +11.4% | +39.0% | -27.6% | +0.3% |
| 1Y | +11.9% | +45.2% | -33.3% | -0.6% |
| All | +11.9% | +42.6% | -30.7% | -0.6% |
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 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