+385.9%
VOO vs KEYS
+1,067.2%
-681.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | 0.0% |
| 7D | -2.0% | +0.9% | -2.9% | -2.3% |
| 30D | -1.7% | -5.3% | +3.6% | -0.1% |
| 3M | +4.7% | +0.5% | +4.2% | +3.5% |
| 6M | +12.6% | +14.0% | -1.5% | +5.8% |
| YTD | +11.8% | +60.3% | -48.5% | -8.6% |
| 1Y | +17.5% | +91.3% | -73.8% | -10.5% |
| 3Y | +77.0% | +146.1% | -69.2% | +19.4% |
| 5Y | +82.6% | +80.8% | +1.8% | +35.4% |
| 10Y | +320.0% | +1,002.8% | -682.8% | +72.4% |
| All | +385.9% | +1,067.2% | -681.3% | +100.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling