+1,018.0%
KEYS vs VOO
+325.3%
+692.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.8% | +3.1% | +3.0% |
| 7D | +3.5% | -0.8% | +4.3% | +4.5% |
| 30D | -4.5% | -1.1% | -3.4% | -3.2% |
| 3M | -0.4% | +3.9% | -4.3% | -4.3% |
| 6M | +19.1% | +13.6% | +5.5% | +3.4% |
| YTD | +66.7% | +12.7% | +54.0% | +46.5% |
| 1Y | +96.5% | +17.6% | +78.9% | +65.2% |
| 3Y | +155.2% | +77.3% | +77.8% | +38.2% |
| 5Y | +88.0% | +84.1% | +3.9% | -1.4% |
| All | +1,018.0% | +325.3% | +692.7% | +107.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling