+59.6%
KEYS vs VO
+16.3%
+43.3%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.9% | -7.2% | -8.0% |
| 7D | -14.8% | +1.0% | -15.8% | -16.4% |
| 30D | -25.6% | +2.6% | -28.2% | -29.3% |
| 3M | -16.2% | -0.3% | -16.0% | -15.5% |
| 6M | -18.6% | +7.6% | -26.2% | -29.1% |
| YTD | +40.7% | +14.7% | +26.0% | +9.2% |
| 1Y | +59.6% | +16.4% | +43.2% | +20.5% |
| All | +59.6% | +16.3% | +43.3% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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