+1,033.6%
KEY vs VSH
+1,399.9%
-366.4%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.8% | -0.8% |
| 7D | +0.5% | -1.6% | +2.1% | +0.3% |
| 30D | +6.9% | -21.3% | +28.2% | +12.9% |
| 3M | -5.0% | -18.9% | +13.9% | -1.5% |
| 6M | +0.7% | -21.4% | +22.2% | -0.1% |
| YTD | +6.5% | +86.8% | -80.4% | -21.0% |
| 1Y | +22.6% | +85.8% | -63.1% | -9.0% |
| 3Y | +125.3% | +30.1% | +95.2% | +79.9% |
| 5Y | +13.9% | +42.8% | -28.9% | -12.2% |
| 10Y | +105.3% | +121.2% | -15.9% | +40.5% |
| All | +1,033.6% | +1,399.9% | -366.4% | +322.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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