+105.3%
KEY vs VOO
+306.9%
-201.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | +0.1% |
| 7D | +0.5% | -0.6% | +1.1% | +1.1% |
| 30D | +6.9% | -3.6% | +10.5% | +12.1% |
| 3M | -5.0% | -2.7% | -2.3% | -1.7% |
| 6M | +0.7% | +2.2% | -1.5% | -3.1% |
| YTD | +6.5% | +10.9% | -4.4% | -8.5% |
| 1Y | +22.6% | +11.3% | +11.3% | +4.7% |
| 3Y | +125.3% | +76.9% | +48.4% | +1.3% |
| 5Y | +13.9% | +73.5% | -59.6% | -46.8% |
| 10Y | +105.3% | +307.7% | -202.3% | -70.0% |
| All | +105.3% | +306.9% | -201.5% | -70.0% |
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