+567.3%
VRT vs KEY
+11.7%
+555.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +3.7% |
| 7D | -21.4% | -1.3% | -20.1% | -20.9% |
| 30D | -25.8% | +5.1% | -31.0% | -27.6% |
| 3M | -33.5% | -7.1% | -26.4% | -31.2% |
| 6M | -49.0% | -4.4% | -44.7% | -48.1% |
| YTD | +12.9% | +4.0% | +8.9% | +10.2% |
| 1Y | 0.0% | +23.4% | -23.4% | -10.2% |
| 3Y | +361.8% | +113.9% | +247.9% | +215.9% |
| All | +567.3% | +11.7% | +555.7% | +619.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling