+297.8%
VTI vs MKSI
+524.1%
-226.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.3% |
| 7D | -0.9% | +2.7% | -3.6% | -1.6% |
| 30D | -1.4% | -12.8% | +11.4% | +1.8% |
| 3M | +3.6% | -22.5% | +26.1% | +8.4% |
| 6M | +13.6% | +19.4% | -5.8% | +4.6% |
| YTD | +12.9% | +67.7% | -54.8% | -6.2% |
| 1Y | +17.2% | +131.4% | -114.2% | -12.3% |
| 3Y | +75.7% | +197.3% | -121.6% | +13.7% |
| 5Y | +75.4% | +87.0% | -11.5% | +25.1% |
| All | +297.8% | +524.1% | -226.3% | +88.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling