+85.7%
KRE vs VTR
+132.9%
-47.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | -1.8% | -0.3% | -1.5% | -1.7% |
| 30D | -4.5% | +1.1% | -5.6% | -4.8% |
| 3M | +2.7% | +7.9% | -5.2% | +0.1% |
| 6M | +16.9% | +6.2% | +10.7% | +14.2% |
| YTD | +15.4% | +17.7% | -2.4% | +9.2% |
| 1Y | +16.1% | +32.9% | -16.8% | +5.3% |
| 3Y | +85.7% | +129.7% | -44.0% | +24.6% |
| All | +85.7% | +132.9% | -47.2% | +24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 3y: compounded portfolio wealth divided by compounded VTR 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…
3y analysis · Full analysis span regression · 6 months rolling