+631.1%
VRT vs KEY
+14.1%
+617.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | -17.7% | +0.5% | -18.2% | -17.8% |
| 30D | -20.0% | +6.9% | -26.9% | -22.5% |
| 3M | -28.1% | -5.0% | -23.1% | -26.3% |
| 6M | -42.8% | +0.7% | -43.6% | -43.2% |
| YTD | +20.0% | +6.5% | +13.5% | +15.9% |
| 1Y | +3.5% | +22.6% | -19.1% | -6.7% |
| 3Y | +366.1% | +125.3% | +240.8% | +211.4% |
| All | +631.1% | +14.1% | +617.0% | +690.2% |
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