-82.9%
KEEX vs VT
+10.5%
-93.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -0.6% | -11.7% | -7.4% |
| 7D | +19.5% | +2.9% | +16.7% | -4.2% |
| 30D | -63.4% | -2.5% | -60.9% | -47.0% |
| 3M | -80.7% | -3.3% | -77.4% | -68.7% |
| 6M | -90.2% | +1.5% | -91.7% | -88.0% |
| YTD | -82.4% | +11.4% | -93.8% | -85.9% |
| All | -82.9% | +10.5% | -93.4% | -85.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling