+2,010.2%
VRT vs KRE
+46.9%
+1,963.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.8% |
| 7D | +18.6% | +0.3% | +18.3% | +18.5% |
| 30D | -11.7% | +5.0% | -16.7% | -14.0% |
| 3M | -27.3% | -5.7% | -21.5% | -25.2% |
| 6M | -42.9% | +7.5% | -50.4% | -45.3% |
| YTD | +29.5% | +13.8% | +15.6% | +20.1% |
| 1Y | +21.0% | +20.7% | +0.4% | +9.0% |
| 3Y | +403.1% | +90.1% | +313.0% | +255.1% |
| 5Y | +688.8% | +11.5% | +677.3% | +622.9% |
| All | +2,010.2% | +46.9% | +1,963.3% | +1,262.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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