+167.0%
KEY vs VOO
+314.0%
-147.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.0% |
| 7D | +2.7% | +0.5% | +2.2% | +2.0% |
| 30D | -3.2% | -0.9% | -2.3% | -2.0% |
| 3M | +1.0% | +3.9% | -2.9% | -4.5% |
| 6M | +11.9% | +14.5% | -2.7% | -7.8% |
| YTD | +8.7% | +13.0% | -4.2% | -8.6% |
| 1Y | +18.5% | +19.4% | -1.0% | -8.0% |
| 3Y | +124.0% | +78.9% | +45.1% | -0.2% |
| 5Y | +40.8% | +82.3% | -41.5% | -38.5% |
| 10Y | +167.0% | +314.2% | -147.2% | -62.1% |
| All | +167.0% | +314.0% | -147.0% | -62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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