+54.4%
VXUS vs KEY
+40.7%
+13.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +1.0% | +2.2% | -1.2% | +0.6% |
| 30D | +2.2% | -3.0% | +5.2% | +2.8% |
| 3M | +3.0% | +3.3% | -0.4% | +2.2% |
| 6M | +10.7% | +9.2% | +1.5% | +8.5% |
| YTD | +17.8% | +10.6% | +7.2% | +15.2% |
| 1Y | +27.6% | +20.4% | +7.2% | +22.4% |
| 3Y | +73.3% | +121.8% | -48.5% | +43.8% |
| All | +54.4% | +40.7% | +13.7% | +40.4% |
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