+38.8%
KEY vs VTEB
+1.5%
+37.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | -0.1% |
| 7D | -0.3% | -0.7% | +0.4% | -0.1% |
| 30D | -3.3% | -2.1% | -1.2% | -2.5% |
| 3M | -0.7% | -2.7% | +1.9% | +0.2% |
| 6M | +12.5% | -2.1% | +14.6% | +13.4% |
| YTD | +8.4% | -1.1% | +9.5% | +8.9% |
| 1Y | +18.4% | +1.3% | +17.1% | +18.2% |
| 3Y | +123.3% | +9.0% | +114.3% | +110.1% |
| 5Y | +38.8% | +1.5% | +37.3% | -4.0% |
| All | +38.8% | +1.5% | +37.3% | -4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling