+943.1%
VTI vs KEY
+117.2%
+825.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | +3.4% | +1.8% | +1.6% | +2.9% |
| 30D | -2.3% | +7.1% | -9.4% | -4.1% |
| 3M | -2.2% | -5.9% | +3.8% | -0.7% |
| 6M | +3.3% | +2.2% | +1.1% | +2.4% |
| YTD | +12.1% | +6.4% | +5.7% | +9.8% |
| 1Y | +12.2% | +24.8% | -12.5% | +5.3% |
| 3Y | +78.0% | +125.2% | -47.2% | +40.0% |
| 5Y | +65.2% | +13.0% | +52.3% | +49.5% |
| 10Y | +292.2% | +98.5% | +193.7% | +183.7% |
| All | +943.1% | +117.2% | +825.9% | +398.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling