+88.7%
VTR vs KEY
+39.4%
+49.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.3% | -0.1% |
| 7D | -2.4% | +2.7% | -5.1% | -2.9% |
| 30D | -3.7% | -3.2% | -0.5% | -3.2% |
| 3M | +13.5% | +1.0% | +12.6% | +13.2% |
| 6M | +7.2% | +11.9% | -4.7% | +4.6% |
| YTD | +17.6% | +8.7% | +8.9% | +15.2% |
| 1Y | +35.4% | +18.5% | +16.9% | +30.1% |
| 3Y | +132.8% | +124.0% | +8.9% | +87.4% |
| 5Y | +88.7% | +40.8% | +47.8% | +66.4% |
| All | +88.7% | +39.4% | +49.2% | +66.4% |
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