+124.0%
KEY vs VIG
+57.1%
+66.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -0.5% |
| 7D | +2.7% | -0.4% | +3.1% | +3.4% |
| 30D | -3.2% | -2.1% | -1.1% | 0.0% |
| 3M | +1.0% | +3.3% | -2.4% | -4.2% |
| 6M | +11.9% | +9.3% | +2.6% | -2.9% |
| YTD | +8.7% | +10.1% | -1.4% | -6.8% |
| 1Y | +18.5% | +14.7% | +3.7% | -5.0% |
| 3Y | +124.0% | +56.9% | +67.0% | -0.9% |
| All | +124.0% | +57.1% | +66.9% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling