+34.5%
VGT vs KEY
+18.3%
+16.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -1.0% | -1.8% | +0.7% | -0.5% |
| 30D | -0.4% | -3.3% | +2.9% | +0.5% |
| 3M | +6.6% | -0.2% | +6.8% | +6.5% |
| 6M | +31.0% | +12.1% | +18.9% | +25.8% |
| YTD | +27.2% | +8.4% | +18.8% | +23.4% |
| 1Y | +34.5% | +17.6% | +16.8% | +25.3% |
| All | +34.5% | +18.3% | +16.1% | +25.3% |
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