+81.7%
VRT vs KRE
+16.4%
+65.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.5% | -6.1% | -5.7% |
| 7D | -7.7% | -1.4% | -6.3% | -7.4% |
| 30D | -12.0% | -3.9% | -8.0% | -11.1% |
| 3M | -11.7% | +3.6% | -15.3% | -12.2% |
| 6M | -8.1% | +15.4% | -23.5% | -11.3% |
| YTD | +53.2% | +15.2% | +38.0% | +47.4% |
| 1Y | +81.7% | +16.5% | +65.2% | +70.8% |
| All | +81.7% | +16.4% | +65.3% | +70.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling