+379.7%
VRT vs KEY
+127.6%
+252.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.6% | -4.2% | -3.9% |
| 7D | +10.5% | +2.9% | +7.6% | +9.0% |
| 30D | -9.3% | +8.4% | -17.8% | -12.9% |
| 3M | -29.6% | -5.8% | -23.8% | -27.5% |
| 6M | -45.4% | +5.4% | -50.8% | -47.0% |
| YTD | +24.8% | +7.1% | +17.8% | +19.8% |
| 1Y | +23.6% | +26.8% | -3.2% | +8.6% |
| 3Y | +379.7% | +128.7% | +251.0% | +256.3% |
| All | +379.7% | +127.6% | +252.0% | +256.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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