-35.3%
KEEL vs VO
+42.1%
-77.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +3.0% | +1.6% |
| 7D | +2.9% | -1.5% | +4.4% | +7.5% |
| 30D | +0.8% | -3.0% | +3.9% | +10.5% |
| 3M | -35.3% | +2.8% | -38.2% | -39.9% |
| 6M | +59.4% | +10.9% | +48.4% | +23.8% |
| YTD | +51.9% | +12.5% | +39.5% | +16.7% |
| 1Y | +75.0% | +12.0% | +63.0% | +38.7% |
| 3Y | +224.5% | +56.3% | +168.3% | +16.9% |
| All | -35.3% | +42.1% | -77.5% | -58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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