+28.8%
VCIT vs KEYS
+1,005.8%
-977.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.9% | -0.7% |
| 7D | -1.0% | +0.9% | -2.0% | -1.1% |
| 30D | -1.3% | -5.3% | +3.9% | -1.2% |
| 3M | -1.6% | +0.5% | -2.1% | -1.7% |
| 6M | -2.3% | +14.0% | -16.3% | -2.8% |
| YTD | -1.7% | +60.3% | -62.0% | -3.5% |
| 1Y | -0.7% | +91.3% | -92.1% | -3.2% |
| 3Y | +18.1% | +146.1% | -128.0% | +13.8% |
| 5Y | +2.4% | +80.8% | -78.4% | -0.7% |
| All | +28.8% | +1,005.8% | -977.0% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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