+23.3%
VTV vs KEYS
+45.0%
-21.7%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -8.8% | +5.8% | -2.3% |
| 7D | -2.2% | -21.0% | +18.8% | -0.2% |
| 30D | +2.2% | -32.8% | +35.1% | +5.9% |
| 3M | +0.4% | -22.4% | +22.9% | +2.3% |
| 6M | +9.4% | -26.8% | +36.2% | +12.0% |
| YTD | +19.0% | +28.3% | -9.3% | +12.7% |
| 1Y | +23.3% | +40.2% | -16.9% | +15.0% |
| All | +23.3% | +45.0% | -21.7% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 1y: compounded portfolio wealth divided by compounded KEYS 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…
1y analysis · Full analysis span regression · 6 months rolling