+29.6%
KEY vs VEU
+17.0%
+12.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | +0.5% |
| 7D | +1.7% | +0.2% | +1.4% | +1.5% |
| 30D | +6.8% | -2.1% | +8.9% | +7.9% |
| 3M | -5.8% | -2.7% | -3.1% | -4.6% |
| 6M | +1.4% | +3.2% | -1.8% | -0.9% |
| YTD | +7.5% | +12.6% | -5.1% | -1.3% |
| 1Y | +29.6% | +17.1% | +12.5% | +15.0% |
| All | +29.6% | +17.0% | +12.6% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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