-24.7%
KEEX vs VT
+14.5%
-39.2%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | 0.0% | +6.9% | +7.0% |
| 7D | +12.7% | +0.4% | +12.3% | +9.7% |
| 30D | -32.8% | +1.0% | -33.8% | -34.7% |
| 3M | -78.4% | +2.4% | -80.8% | -79.3% |
| 6M | +8.3% | +12.0% | -3.7% | -35.0% |
| YTD | -22.7% | +15.3% | -38.1% | -60.6% |
| All | -24.7% | +14.5% | -39.2% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling