+89.7%
VTRS vs KEEL
-45.0%
+134.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.1% | +5.7% | +1.7% |
| 7D | +2.4% | -13.6% | +16.0% | +2.6% |
| 30D | +9.1% | -39.1% | +48.2% | +9.8% |
| 3M | +9.4% | -48.9% | +58.3% | +10.3% |
| 6M | +28.3% | -35.4% | +63.7% | +26.2% |
| YTD | +58.0% | -10.6% | +68.7% | +51.7% |
| 1Y | +89.7% | -45.3% | +135.0% | +86.9% |
| All | +89.7% | -45.0% | +134.7% | +86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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