+294.5%
KEEL vs VOO
+196.8%
+97.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +2.9% | +2.2% |
| 7D | +2.9% | -0.8% | +3.7% | +4.4% |
| 30D | +0.8% | -1.1% | +1.9% | +3.1% |
| 3M | -35.3% | +3.9% | -39.2% | -39.0% |
| 6M | +59.4% | +13.6% | +45.7% | +32.0% |
| YTD | +51.9% | +12.7% | +39.2% | +30.1% |
| 1Y | +75.0% | +17.6% | +57.4% | +42.6% |
| 3Y | +224.5% | +77.3% | +147.2% | +54.9% |
| 5Y | -35.9% | +84.1% | -120.0% | -67.4% |
| All | +294.5% | +196.8% | +97.7% | +115.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling