+1,024.4%
VRT vs KRE
+32.0%
+992.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.3% | +4.9% | +4.5% |
| 7D | +13.6% | +2.3% | +11.3% | +11.9% |
| 30D | +6.8% | -2.5% | +9.3% | +8.6% |
| 3M | -3.2% | +6.2% | -9.5% | -7.3% |
| 6M | +20.3% | +15.8% | +4.5% | +8.7% |
| YTD | +79.6% | +16.0% | +63.6% | +61.0% |
| 1Y | +139.0% | +16.2% | +122.8% | +112.5% |
| 3Y | +644.6% | +86.4% | +558.2% | +358.9% |
| 5Y | +1,024.4% | +33.0% | +991.4% | +927.4% |
| All | +1,024.4% | +32.0% | +992.4% | +927.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling