+165.7%
KEY vs VTEB
+26.8%
+139.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | +2.9% | -1.2% | +4.1% | +3.7% |
| 30D | +8.4% | +2.5% | +6.0% | +6.9% |
| 3M | -5.8% | -1.7% | -4.1% | -4.8% |
| 6M | +5.4% | -1.2% | +6.7% | +6.2% |
| YTD | +7.1% | -0.5% | +7.5% | +7.4% |
| 1Y | +26.8% | -0.1% | +26.9% | +26.9% |
| 3Y | +128.7% | +10.5% | +118.2% | +114.3% |
| 5Y | +13.6% | +2.6% | +11.1% | +10.9% |
| 10Y | +99.7% | +22.4% | +77.3% | +214.6% |
| All | +165.7% | +26.8% | +139.0% | +419.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling