+66.6%
VT vs KEEL
-36.1%
+102.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.5% | -8.0% | -1.1% |
| 7D | +1.0% | +21.5% | -20.5% | -0.5% |
| 30D | -0.2% | -3.9% | +3.6% | -0.3% |
| 3M | +4.5% | -34.1% | +38.6% | +6.7% |
| 6M | +14.1% | +82.8% | -68.8% | +6.6% |
| YTD | +14.8% | +58.7% | -44.0% | +7.7% |
| 1Y | +21.2% | +191.4% | -170.2% | +5.6% |
| 3Y | +76.6% | +205.7% | -129.2% | +42.1% |
| 5Y | +66.6% | -37.0% | +103.6% | +43.7% |
| All | +66.6% | -36.1% | +102.7% | +43.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling