+23.6%
VRT vs KRE
+21.5%
+2.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.3% | -3.9% | -3.7% |
| 7D | +10.5% | +0.7% | +9.8% | +10.3% |
| 30D | -9.3% | +6.1% | -15.4% | -10.8% |
| 3M | -29.6% | -5.9% | -23.7% | -28.2% |
| 6M | -45.4% | +9.6% | -55.0% | -46.8% |
| YTD | +24.8% | +14.2% | +10.6% | +17.5% |
| 1Y | +23.6% | +22.5% | +1.1% | +12.4% |
| All | +23.6% | +21.5% | +2.1% | +12.4% |
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