-34.9%
VST vs KEY
+29.6%
-64.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +1.5% | -15.3% | -14.1% |
| 7D | -15.7% | +1.7% | -17.4% | -16.0% |
| 30D | -17.0% | +6.8% | -23.8% | -18.3% |
| 3M | -15.9% | -5.8% | -10.1% | -14.4% |
| 6M | -25.0% | +1.4% | -26.4% | -25.5% |
| YTD | -25.1% | +7.5% | -32.6% | -26.9% |
| 1Y | -34.9% | +29.6% | -64.5% | -37.9% |
| All | -34.9% | +29.6% | -64.5% | -37.9% |
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