+121.9%
KRE vs VTRS
-48.4%
+170.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.2% |
| 7D | -1.8% | -2.2% | +0.4% | -1.1% |
| 30D | -4.5% | +3.3% | -7.8% | -5.6% |
| 3M | +2.7% | +2.0% | +0.8% | +1.7% |
| 6M | +16.9% | +19.9% | -3.1% | +8.7% |
| YTD | +15.4% | +35.7% | -20.4% | +2.1% |
| 1Y | +16.1% | +68.1% | -52.0% | -5.3% |
| 3Y | +85.7% | +87.1% | -1.4% | +41.4% |
| 5Y | +33.3% | +47.6% | -14.4% | +7.1% |
| All | +121.9% | -48.4% | +170.3% | +110.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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