+174.7%
KEY vs VTEB
+26.7%
+148.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.2% | +0.2% |
| 7D | +2.2% | -0.8% | +3.0% | +2.7% |
| 30D | -3.0% | -1.3% | -1.7% | -2.2% |
| 3M | +3.3% | -2.1% | +5.5% | +4.7% |
| 6M | +9.2% | -1.7% | +10.9% | +10.3% |
| YTD | +10.6% | -0.6% | +11.2% | +11.1% |
| 1Y | +20.4% | +3.1% | +17.3% | +18.3% |
| 3Y | +121.8% | +9.2% | +112.6% | +109.1% |
| 5Y | +41.1% | +2.2% | +39.0% | +38.1% |
| 10Y | +168.5% | +18.8% | +149.7% | +265.6% |
| All | +174.7% | +26.7% | +148.0% | +436.8% |
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