+24.8%
KEY vs VO
+13.5%
+11.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.4% |
| 7D | +1.8% | +2.9% | -1.2% | -1.3% |
| 30D | +7.1% | +1.0% | +6.1% | +6.0% |
| 3M | -5.9% | -1.7% | -4.2% | -4.2% |
| 6M | +2.2% | +6.7% | -4.5% | -4.6% |
| YTD | +6.4% | +14.0% | -7.6% | -7.0% |
| 1Y | +24.8% | +13.7% | +11.1% | +9.4% |
| All | +24.8% | +13.5% | +11.3% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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