-45.3%
KEEL vs VIG
+19.5%
-64.8%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.1% | -6.2% | -10.3% |
| 7D | -13.6% | +2.7% | -16.3% | -20.9% |
| 30D | -39.1% | +7.0% | -46.1% | -51.4% |
| 3M | -48.9% | +4.0% | -52.9% | -55.5% |
| 6M | -35.4% | +12.3% | -47.7% | -58.9% |
| YTD | -10.6% | +16.4% | -27.0% | -48.1% |
| 1Y | -45.3% | +19.2% | -64.5% | -70.7% |
| All | -45.3% | +19.5% | -64.8% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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