+2,480.9%
VRT vs KEEL
+309.9%
+2,171.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.5% | -9.1% | -9.5% |
| 7D | +2.4% | +19.3% | -16.9% | +0.4% |
| 30D | -2.7% | +9.1% | -11.8% | -3.8% |
| 3M | -9.2% | -31.5% | +22.4% | -6.1% |
| 6M | -0.5% | +75.8% | -76.3% | -7.1% |
| YTD | +62.3% | +57.9% | +4.5% | +52.4% |
| 1Y | +109.6% | +133.3% | -23.8% | +87.4% |
| 3Y | +573.1% | +204.1% | +369.0% | +469.0% |
| 5Y | +953.6% | -37.5% | +991.2% | +786.9% |
| All | +2,480.9% | +309.9% | +2,171.0% | +2,196.3% |
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