+228.8%
VTV vs KEY
+96.4%
+132.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | +2.9% | +2.9% | 0.0% | +2.0% |
| 30D | +3.8% | +8.4% | -4.7% | +1.2% |
| 3M | +1.6% | -5.8% | +7.3% | +3.3% |
| 6M | +11.2% | +5.4% | +5.8% | +9.2% |
| YTD | +22.0% | +7.1% | +14.9% | +18.9% |
| 1Y | +24.9% | +26.8% | -1.9% | +15.5% |
| 3Y | +78.5% | +128.7% | -50.2% | +33.8% |
| 5Y | +77.8% | +13.6% | +64.1% | +59.5% |
| All | +228.8% | +96.4% | +132.3% | +127.2% |
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