+13.1%
VCIT vs KEEL
+280.1%
-267.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.3% | +6.5% | -0.7% |
| 7D | -1.0% | +2.7% | -3.7% | -1.1% |
| 30D | -1.3% | +4.6% | -5.9% | -1.4% |
| 3M | -1.6% | -34.5% | +32.9% | -1.4% |
| 6M | -2.3% | +59.3% | -61.5% | -2.8% |
| YTD | -1.7% | +46.4% | -48.1% | -2.2% |
| 1Y | -0.7% | +96.6% | -97.3% | -1.6% |
| 3Y | +18.1% | +182.0% | -163.9% | +16.1% |
| 5Y | +2.4% | -38.2% | +40.7% | +0.5% |
| All | +13.1% | +280.1% | -267.0% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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