+293.9%
VTI vs KEY
+107.2%
+186.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.1% |
| 7D | -0.7% | -0.5% | -0.2% | -0.5% |
| 30D | -1.9% | +6.7% | -8.6% | -3.8% |
| 3M | -1.4% | -4.6% | +3.2% | -0.2% |
| 6M | +3.5% | +2.6% | +0.9% | +2.4% |
| YTD | +12.6% | +7.0% | +5.6% | +9.8% |
| 1Y | +12.7% | +23.5% | -10.7% | +5.3% |
| 3Y | +78.8% | +126.4% | -47.6% | +36.5% |
| 5Y | +67.2% | +13.0% | +54.2% | +51.3% |
| 10Y | +293.9% | +99.5% | +194.4% | +179.5% |
| All | +293.9% | +107.2% | +186.7% | +179.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling