+1,018.0%
KEYS price history and return analytics
+229.8%
+788.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.1% | +2.9% |
| 7D | +3.5% | -1.1% | +4.6% | +4.9% |
| 30D | -4.5% | -1.0% | -3.5% | -3.2% |
| 3M | -0.4% | +3.2% | -3.6% | -3.6% |
| 6M | +19.1% | +12.5% | +6.6% | +4.0% |
| YTD | +66.7% | +14.1% | +52.6% | +43.7% |
| 1Y | +96.5% | +18.9% | +77.6% | +61.8% |
| 3Y | +155.2% | +74.1% | +81.1% | +37.4% |
| 5Y | +88.0% | +66.9% | +21.1% | +7.3% |
| All | +1,018.0% | +229.8% | +788.2% | +179.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling