+145.4%
KEYS vs VOO
+75.9%
+69.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.7% |
| 7D | +0.9% | -2.0% | +2.9% | +3.9% |
| 30D | -5.3% | -1.7% | -3.6% | -2.9% |
| 3M | +0.5% | +4.7% | -4.2% | -5.6% |
| 6M | +14.0% | +12.6% | +1.5% | -3.3% |
| YTD | +60.3% | +11.8% | +48.5% | +37.7% |
| 1Y | +91.3% | +17.5% | +73.8% | +54.0% |
| All | +145.4% | +75.9% | +69.5% | +19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling