+3.8%
VCIT vs KEEL
-75.6%
+79.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.8% | +5.1% | -0.6% |
| 7D | -1.4% | +18.2% | -19.6% | -1.6% |
| 30D | +0.8% | -32.1% | +32.9% | +1.2% |
| 3M | -1.7% | -44.9% | +43.2% | -1.2% |
| 6M | -2.1% | -52.1% | +50.0% | -1.5% |
| YTD | -2.0% | -17.0% | +15.0% | -2.4% |
| 1Y | -1.5% | -38.5% | +37.0% | -1.6% |
| 3Y | +19.0% | +62.5% | -43.5% | +14.8% |
| 5Y | +3.8% | -77.3% | +81.0% | -0.8% |
| All | +3.8% | -75.6% | +79.3% | -0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling