+147.9%
VTV vs KEEL
+294.5%
-146.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.8% | -3.1% | +0.6% |
| 7D | -1.1% | +2.9% | -4.0% | -1.2% |
| 30D | -1.0% | +0.8% | -1.9% | -1.2% |
| 3M | +4.6% | -35.3% | +40.0% | +5.5% |
| 6M | +13.5% | +59.4% | -45.9% | +11.1% |
| YTD | +18.5% | +51.9% | -33.4% | +15.9% |
| 1Y | +22.9% | +75.0% | -52.1% | +18.9% |
| 3Y | +67.8% | +224.5% | -156.7% | +56.4% |
| 5Y | +81.8% | -35.9% | +117.8% | +70.4% |
| All | +147.9% | +294.5% | -146.6% | +121.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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