-84.1%
KEEX vs VT
+7.7%
-91.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.2% | +11.0% | +9.4% |
| 7D | -29.2% | -2.3% | -26.9% | -7.5% |
| 30D | -75.3% | -5.0% | -70.3% | -56.4% |
| 3M | -84.8% | -4.9% | -79.9% | -71.8% |
| 6M | -91.4% | -1.5% | -89.8% | -86.6% |
| YTD | -83.7% | +8.5% | -92.1% | -83.9% |
| All | -84.1% | +7.7% | -91.7% | -83.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling