+20.5%
VEA vs KEYS
+55.9%
-35.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.3% | +8.4% | +3.3% |
| 7D | +0.7% | -14.8% | +15.5% | +3.8% |
| 30D | -0.4% | -25.6% | +25.2% | +5.4% |
| 3M | -1.7% | -16.2% | +14.5% | +1.3% |
| 6M | +5.1% | -18.6% | +23.7% | +8.4% |
| YTD | +14.4% | +40.7% | -26.2% | +7.7% |
| 1Y | +20.5% | +59.6% | -39.1% | +10.7% |
| All | +20.5% | +55.9% | -35.4% | +10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling