-27.2%
KEEX vs VOO
+10.9%
-38.1%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | -0.6% | -14.1% | -9.7% |
| 7D | +3.4% | -2.0% | +5.4% | +21.8% |
| 30D | -5.4% | -1.7% | -3.7% | +10.2% |
| 3M | -72.7% | +4.7% | -77.4% | -81.5% |
| 6M | +16.9% | +12.6% | +4.4% | -45.6% |
| YTD | -25.2% | +11.8% | -37.0% | -57.5% |
| All | -27.2% | +10.9% | -38.1% | -56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling