+62.1%
VEA vs KEY
+39.4%
+22.7%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.3% | 0.0% |
| 7D | +1.9% | +2.7% | -0.9% | +1.3% |
| 30D | +0.8% | -3.2% | +4.0% | +1.5% |
| 3M | +5.7% | +1.0% | +4.7% | +5.4% |
| 6M | +13.3% | +11.9% | +1.4% | +10.5% |
| YTD | +18.4% | +8.7% | +9.7% | +16.0% |
| 1Y | +27.0% | +18.5% | +8.5% | +21.9% |
| 3Y | +79.3% | +124.0% | -44.7% | +46.8% |
| 5Y | +62.1% | +40.8% | +21.3% | +46.9% |
| All | +62.1% | +39.4% | +22.7% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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