+68.7%
VTV vs KEY
+130.9%
-62.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | -0.4% |
| 7D | +0.3% | +2.7% | -2.4% | -0.4% |
| 30D | +0.1% | -3.2% | +3.4% | +0.9% |
| 3M | +6.2% | +1.0% | +5.2% | +5.8% |
| 6M | +13.5% | +11.9% | +1.6% | +10.1% |
| YTD | +18.9% | +8.7% | +10.1% | +15.9% |
| 1Y | +25.8% | +18.5% | +7.3% | +19.8% |
| 3Y | +68.7% | +124.0% | -55.2% | +37.9% |
| All | +68.7% | +130.9% | -62.2% | +37.9% |
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