+294.5%
KEEL vs VTEB
+7.4%
+287.0%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.4% | +3.4% | +3.2% |
| 7D | +2.9% | -0.9% | +3.8% | +4.4% |
| 30D | +0.8% | -2.5% | +3.4% | +4.9% |
| 3M | -35.3% | -3.0% | -32.4% | -32.3% |
| 6M | +59.4% | -2.1% | +61.5% | +65.4% |
| YTD | +51.9% | -1.5% | +53.4% | +56.3% |
| 1Y | +75.0% | +0.2% | +74.8% | +76.1% |
| 3Y | +224.5% | +8.6% | +216.0% | +195.6% |
| 5Y | -35.9% | +1.2% | -37.1% | -38.0% |
| All | +294.5% | +7.4% | +287.0% | +350.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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