+273.6%
KEEL vs VLTO
+25.1%
+248.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.2% |
| 7D | +19.3% | -2.6% | +21.9% | +20.6% |
| 30D | +9.1% | -2.5% | +11.6% | +10.1% |
| 3M | -31.5% | +10.1% | -41.6% | -37.3% |
| 6M | +75.8% | +1.0% | +74.8% | +71.0% |
| YTD | +57.9% | -4.8% | +62.7% | +60.5% |
| 1Y | +133.3% | -9.3% | +142.7% | +144.9% |
| All | +273.6% | +25.1% | +248.5% | +231.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 5y: compounded portfolio wealth divided by compounded VLTO 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…
5y analysis · Full analysis span regression · 6 months rolling