+53.4%
VT vs KEY
+12.4%
+41.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.7% | -1.3% | -3.4% |
| 7D | -4.2% | -2.5% | -1.7% | -3.6% |
| 30D | -5.8% | +4.1% | -9.9% | -6.7% |
| 3M | -5.2% | -8.4% | +3.1% | -3.3% |
| 6M | +0.1% | -2.3% | +2.4% | +0.5% |
| YTD | +8.2% | +4.6% | +3.7% | +6.7% |
| 1Y | +10.1% | +24.6% | -14.4% | +4.1% |
| 3Y | +69.7% | +112.8% | -43.1% | +39.3% |
| 5Y | +53.4% | +12.9% | +40.5% | +48.5% |
| All | +53.4% | +12.4% | +41.0% | +48.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling