+65.3%
VTI vs KEY
+14.6%
+50.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.9% |
| 3M | -2.9% | -5.0% | +2.1% | -1.7% |
| 6M | +2.4% | +0.7% | +1.7% | +2.0% |
| YTD | +11.2% | +6.5% | +4.7% | +8.9% |
| 1Y | +11.6% | +22.6% | -11.0% | +5.2% |
| 3Y | +76.6% | +125.3% | -48.8% | +40.6% |
| 5Y | +65.3% | +13.9% | +51.4% | +59.8% |
| All | +65.3% | +14.6% | +50.7% | +59.8% |
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