+13.0%
KEY vs VO
+37.2%
-24.2%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.6% |
| 7D | +1.8% | +2.9% | -1.2% | -2.1% |
| 30D | +7.1% | +1.0% | +6.1% | +5.7% |
| 3M | -5.9% | -1.7% | -4.2% | -3.8% |
| 6M | +2.2% | +6.7% | -4.5% | -6.4% |
| YTD | +6.4% | +14.0% | -7.6% | -10.8% |
| 1Y | +24.8% | +13.7% | +11.1% | +4.9% |
| 3Y | +125.2% | +65.8% | +59.4% | +18.7% |
| 5Y | +13.0% | +36.6% | -23.7% | -27.6% |
| All | +13.0% | +37.2% | -24.2% | -27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling