+350.5%
KEY vs VOO
+798.5%
-448.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.3% | +0.3% | -0.5% |
| 7D | -0.4% | +0.1% | -0.5% | -0.7% |
| 30D | +7.2% | -3.3% | +10.5% | +12.0% |
| 3M | -4.9% | -2.4% | -2.5% | -2.0% |
| 6M | +1.1% | +2.6% | -1.5% | -3.3% |
| YTD | +6.8% | +11.3% | -4.5% | -8.9% |
| 1Y | +23.3% | +13.4% | +9.8% | +2.3% |
| 3Y | +126.1% | +80.3% | +45.8% | -1.7% |
| 5Y | +15.2% | +72.7% | -57.5% | -46.4% |
| 10Y | +113.6% | +310.0% | -196.4% | -69.4% |
| All | +350.5% | +798.5% | -448.0% | -80.1% |
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 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