+18.2%
VGT vs KEY
+23.0%
-4.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.8% |
| 7D | -1.6% | -0.5% | -1.1% | -1.4% |
| 30D | -10.1% | +6.7% | -16.8% | -11.6% |
| 3M | -5.3% | -4.6% | -0.7% | -3.9% |
| 6M | +0.2% | +2.6% | -2.3% | -0.8% |
| YTD | +21.1% | +7.0% | +14.1% | +17.2% |
| 1Y | +18.2% | +23.5% | -5.3% | +9.5% |
| All | +18.2% | +23.0% | -4.8% | +9.5% |
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