+1,481.1%
VTR vs KEY
+138.9%
+1,342.2%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.1% |
| 7D | -1.7% | +2.2% | -3.9% | -2.5% |
| 30D | -2.4% | -3.0% | +0.6% | -1.4% |
| 3M | +14.8% | +3.3% | +11.5% | +13.2% |
| 6M | +5.3% | +9.2% | -3.9% | +1.6% |
| YTD | +18.1% | +10.6% | +7.4% | +13.0% |
| 1Y | +36.7% | +20.4% | +16.3% | +26.3% |
| 3Y | +130.1% | +121.8% | +8.2% | +62.6% |
| 5Y | +89.5% | +41.1% | +48.4% | +47.9% |
| 10Y | +87.4% | +168.5% | -81.2% | +10.2% |
| All | +1,481.1% | +138.9% | +1,342.2% | +493.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling