+161.6%
KEY vs VEU
+152.3%
+9.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +1.7% |
| 7D | -1.8% | -1.9% | +0.2% | +0.8% |
| 30D | -3.3% | -0.7% | -2.6% | -2.5% |
| 3M | -0.2% | +4.9% | -5.0% | -7.0% |
| 6M | +12.1% | +9.8% | +2.3% | -3.3% |
| YTD | +8.4% | +15.3% | -6.9% | -13.0% |
| 1Y | +17.6% | +23.0% | -5.4% | -14.0% |
| 3Y | +123.3% | +73.5% | +49.8% | -0.5% |
| 5Y | +39.5% | +54.5% | -15.0% | -25.3% |
| All | +161.6% | +152.3% | +9.3% | -19.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling