+25.2%
VZ vs KEYS
+55.9%
-30.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.3% | +8.4% | +1.2% |
| 7D | +6.9% | -14.8% | +21.7% | +4.7% |
| 30D | +2.3% | -25.6% | +27.9% | -1.2% |
| 3M | 0.0% | -16.2% | +16.2% | -2.0% |
| 6M | +0.2% | -18.6% | +18.9% | -1.5% |
| YTD | +20.9% | +40.7% | -19.8% | +24.2% |
| 1Y | +25.2% | +59.6% | -34.4% | +28.1% |
| All | +25.2% | +55.9% | -30.7% | +28.1% |
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