+1,493.2%
VTR vs KEY
+130.9%
+1,362.4%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | +1.4% | -0.5% | +1.9% | +1.5% |
| 30D | +8.2% | +6.7% | +1.5% | +5.7% |
| 3M | +4.6% | -4.6% | +9.2% | +6.2% |
| 6M | +4.3% | +2.6% | +1.8% | +3.0% |
| YTD | +19.0% | +7.0% | +12.0% | +15.1% |
| 1Y | +21.6% | +23.5% | -1.8% | +11.5% |
| 3Y | +132.2% | +126.4% | +5.8% | +63.2% |
| 5Y | +94.4% | +13.0% | +81.4% | +64.9% |
| 10Y | +133.5% | +99.5% | +34.0% | +52.5% |
| All | +1,493.2% | +130.9% | +1,362.4% | +504.8% |
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