+309.9%
KEEL vs VO
+123.9%
+186.1%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.9% |
| 7D | +19.3% | -0.6% | +19.9% | +20.5% |
| 30D | +9.1% | -1.9% | +11.0% | +13.1% |
| 3M | -31.5% | +3.3% | -34.8% | -34.8% |
| 6M | +75.8% | +9.7% | +66.1% | +54.8% |
| YTD | +57.9% | +12.6% | +45.3% | +35.8% |
| 1Y | +133.3% | +13.6% | +119.7% | +101.4% |
| 3Y | +204.1% | +56.8% | +147.3% | +79.9% |
| 5Y | -37.5% | +42.3% | -79.8% | -54.0% |
| All | +309.9% | +123.9% | +186.1% | +264.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling