+12.4%
KEY vs VEU
+192.1%
-179.8%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.3% | -0.4% |
| 7D | +2.2% | +1.1% | +1.1% | +0.7% |
| 30D | -3.0% | +2.2% | -5.2% | -5.8% |
| 3M | +3.3% | +3.0% | +0.4% | -1.5% |
| 6M | +9.2% | +10.9% | -1.7% | -6.5% |
| YTD | +10.6% | +18.2% | -7.5% | -13.2% |
| 1Y | +20.4% | +28.3% | -7.9% | -15.5% |
| 3Y | +121.8% | +74.6% | +47.2% | +3.3% |
| 5Y | +41.1% | +56.4% | -15.2% | -23.0% |
| 10Y | +168.5% | +153.0% | +15.5% | -17.1% |
| All | +12.4% | +192.1% | -179.8% | -68.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling