+131.4%
MKSI price history and return analytics
+19.6%
+111.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | -0.4% |
| 7D | +2.7% | -1.1% | +3.8% | +5.9% |
| 30D | -12.8% | -1.0% | -11.8% | -10.3% |
| 3M | -22.5% | +3.2% | -25.7% | -27.4% |
| 6M | +19.4% | +12.5% | +6.9% | -9.2% |
| YTD | +67.7% | +14.1% | +53.7% | +21.7% |
| 1Y | +131.4% | +18.9% | +112.5% | +43.3% |
| All | +131.4% | +19.6% | +111.8% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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