+12.2%
KEY vs VOO
+67.9%
-55.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.9% |
| 7D | -1.3% | -2.7% | +1.4% | +1.9% |
| 30D | +5.1% | -5.4% | +10.5% | +12.1% |
| 3M | -7.1% | -4.1% | -3.0% | -2.6% |
| 6M | -4.4% | +0.7% | -5.1% | -5.9% |
| YTD | +4.0% | +8.7% | -4.7% | -7.0% |
| 1Y | +23.4% | +11.0% | +12.4% | +7.4% |
| 3Y | +113.9% | +75.5% | +38.5% | +5.6% |
| All | +12.2% | +67.9% | -55.7% | -42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling