+49.9%
VG vs KEY
+26.0%
+23.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.7% | -1.3% | -5.1% |
| 7D | -22.0% | -2.5% | -19.5% | -22.6% |
| 30D | -14.7% | +4.1% | -18.8% | -13.2% |
| 3M | -7.1% | -8.4% | +1.3% | -10.2% |
| 6M | -11.2% | -2.3% | -8.9% | -11.9% |
| YTD | +69.8% | +4.6% | +65.3% | +78.4% |
| 1Y | +49.9% | +24.6% | +25.3% | +53.9% |
| All | +49.9% | +26.0% | +23.9% | +53.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling