+59.6%
KEYS vs VEU
+17.0%
+42.6%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +2.0% | -8.3% | -9.1% |
| 7D | -14.8% | +0.2% | -15.0% | -15.1% |
| 30D | -25.6% | -2.1% | -23.5% | -23.2% |
| 3M | -16.2% | -2.7% | -13.5% | -12.7% |
| 6M | -18.6% | +3.2% | -21.8% | -21.1% |
| YTD | +40.7% | +12.6% | +28.1% | +16.3% |
| 1Y | +59.6% | +17.1% | +42.5% | +20.6% |
| All | +59.6% | +17.0% | +42.6% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling