+128.7%
KEY vs VTEB
+10.6%
+118.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | +2.9% | -1.2% | +4.1% | +3.5% |
| 30D | +8.4% | +2.5% | +6.0% | +7.1% |
| 3M | -5.8% | -1.7% | -4.1% | -5.0% |
| 6M | +5.4% | -1.2% | +6.7% | +6.1% |
| YTD | +7.1% | -0.5% | +7.5% | +7.5% |
| 1Y | +26.8% | -0.1% | +26.9% | +27.1% |
| 3Y | +128.7% | +10.5% | +118.2% | +46.5% |
| All | +128.7% | +10.6% | +118.1% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 3y: compounded portfolio wealth divided by compounded VTEB 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…
3y analysis · Full analysis span regression · 6 months rolling