+1,052.7%
KEYS price history and return analytics
+254.4%
+798.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.8% | -0.6% |
| 7D | +0.9% | -2.0% | +2.9% | +3.4% |
| 30D | -5.3% | -1.4% | -3.8% | -3.6% |
| 3M | +0.5% | +4.7% | -4.2% | -4.3% |
| 6M | +14.0% | +11.4% | +2.7% | +1.3% |
| YTD | +60.3% | +13.1% | +47.2% | +40.4% |
| 1Y | +91.3% | +19.0% | +72.3% | +58.5% |
| 3Y | +146.1% | +73.9% | +72.2% | +35.6% |
| 5Y | +80.8% | +65.4% | +15.4% | +6.4% |
| 10Y | +1,002.8% | +225.4% | +777.4% | +224.3% |
| All | +1,052.7% | +254.4% | +798.3% | +207.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling