+70.1%
VT vs MKSI
+186.3%
-116.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.7% | -8.5% | -1.3% |
| 7D | -2.3% | -4.8% | +2.5% | -1.6% |
| 30D | -5.0% | -29.6% | +24.7% | +0.8% |
| 3M | -4.9% | -33.9% | +29.1% | +1.6% |
| 6M | -1.5% | -34.4% | +32.9% | +3.7% |
| YTD | +8.5% | +20.6% | -12.2% | +0.7% |
| 1Y | +11.4% | +24.4% | -13.0% | +2.5% |
| 3Y | +70.1% | +189.2% | -119.2% | +24.2% |
| All | +70.1% | +186.3% | -116.2% | +24.2% |
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