+89.6%
VRT vs KEYS
+97.6%
-8.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.0% | -0.4% | +0.4% |
| 7D | -8.4% | +3.5% | -11.9% | -10.7% |
| 30D | -10.9% | -4.5% | -6.4% | -7.4% |
| 3M | -13.7% | -0.4% | -13.3% | -12.3% |
| 6M | -4.1% | +19.1% | -23.3% | -11.6% |
| YTD | +58.7% | +66.7% | -7.9% | +17.0% |
| 1Y | +89.6% | +96.5% | -6.8% | +30.4% |
| All | +89.6% | +97.6% | -8.0% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling