+191.9%
VOO vs KEEL
+280.1%
-88.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.3% | +6.7% | -0.3% |
| 7D | -2.0% | +2.7% | -4.7% | -2.1% |
| 30D | -1.7% | +4.6% | -6.2% | -2.1% |
| 3M | +4.7% | -34.5% | +39.2% | +6.0% |
| 6M | +12.6% | +59.3% | -46.7% | +8.9% |
| YTD | +11.8% | +46.4% | -34.6% | +8.1% |
| 1Y | +17.5% | +96.6% | -79.0% | +11.0% |
| 3Y | +77.0% | +182.0% | -105.0% | +59.3% |
| 5Y | +82.6% | -38.2% | +120.8% | +65.6% |
| All | +191.9% | +280.1% | -88.2% | +149.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 all: compounded portfolio wealth divided by compounded KEEL 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…
all analysis · Full analysis span regression · 6 months rolling