+351.1%
KEY vs VOO
+806.9%
-455.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | -1.3% |
| 7D | -0.5% | -0.9% | +0.4% | +0.6% |
| 30D | +6.7% | -2.3% | +9.1% | +9.9% |
| 3M | -4.6% | -1.2% | -3.4% | -3.4% |
| 6M | +2.6% | +3.3% | -0.8% | -2.8% |
| YTD | +7.0% | +12.3% | -5.4% | -9.9% |
| 1Y | +23.5% | +12.5% | +11.0% | +3.7% |
| 3Y | +126.4% | +79.2% | +47.2% | -0.7% |
| 5Y | +13.0% | +75.7% | -62.7% | -48.6% |
| 10Y | +99.5% | +313.7% | -214.2% | -71.8% |
| All | +351.1% | +806.9% | -455.8% | -80.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling