+1,366.7%
MKSI price history and return analytics
+368.8%
+997.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.8% |
| 7D | +6.6% | -0.1% | +6.8% | +6.8% |
| 30D | -8.2% | -0.7% | -7.6% | -7.3% |
| 3M | -16.4% | +4.0% | -20.4% | -19.4% |
| 6M | +23.0% | +12.3% | +10.7% | +8.1% |
| YTD | +68.2% | +14.0% | +54.2% | +45.6% |
| 1Y | +148.6% | +20.3% | +128.3% | +102.6% |
| 3Y | +196.0% | +75.4% | +120.5% | +61.7% |
| 5Y | +87.4% | +66.0% | +21.4% | +15.8% |
| 10Y | +523.8% | +228.2% | +295.6% | +103.6% |
| All | +1,366.7% | +368.8% | +997.9% | +244.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling