+280.1%
KEEL vs VEU
+116.6%
+163.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.3% | -6.0% | -5.0% |
| 7D | +2.7% | -1.9% | +4.6% | +6.5% |
| 30D | +4.6% | -0.7% | +5.3% | +7.0% |
| 3M | -34.5% | +4.9% | -39.3% | -38.2% |
| 6M | +59.3% | +9.8% | +49.4% | +42.8% |
| YTD | +46.4% | +15.3% | +31.1% | +23.5% |
| 1Y | +96.6% | +23.0% | +73.5% | +51.0% |
| 3Y | +182.0% | +73.5% | +108.5% | +35.1% |
| 5Y | -38.2% | +54.5% | -92.7% | -64.0% |
| All | +280.1% | +116.6% | +163.5% | +153.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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