+76.6%
VTI vs KEY
+124.5%
-47.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.3% |
| 7D | -0.4% | +0.5% | -1.0% | -0.6% |
| 30D | -3.2% | +6.9% | -10.1% | -5.1% |
| 3M | -2.9% | -5.0% | +2.1% | -1.5% |
| 6M | +2.4% | +0.7% | +1.7% | +1.9% |
| YTD | +11.2% | +6.5% | +4.7% | +8.5% |
| 1Y | +11.6% | +22.6% | -11.0% | +4.3% |
| 3Y | +76.6% | +125.3% | -48.8% | +44.6% |
| All | +76.6% | +124.5% | -47.9% | +44.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling