+35.2%
VWO vs KEY
+40.7%
-5.5%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +0.2% | -0.3% | +0.5% | +0.2% |
| 30D | +0.9% | -3.3% | +4.2% | +1.4% |
| 3M | +4.3% | -0.7% | +5.0% | +4.3% |
| 6M | +10.5% | +12.5% | -2.0% | +8.2% |
| YTD | +13.4% | +8.4% | +5.0% | +11.5% |
| 1Y | +18.6% | +18.4% | +0.1% | +14.8% |
| 3Y | +65.8% | +123.3% | -57.5% | +41.6% |
| 5Y | +35.2% | +38.8% | -3.6% | +24.7% |
| All | +35.2% | +40.7% | -5.5% | +24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling