+11.6%
VTRS vs KEEL
+294.5%
-282.9%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.8% | -3.0% | +0.7% |
| 7D | -2.2% | +2.9% | -5.1% | -2.3% |
| 30D | +3.3% | +0.8% | +2.5% | +3.2% |
| 3M | +2.0% | -35.3% | +37.3% | +2.7% |
| 6M | +19.9% | +59.4% | -39.4% | +17.3% |
| YTD | +35.7% | +51.9% | -16.2% | +32.5% |
| 1Y | +68.1% | +75.0% | -6.9% | +62.2% |
| 3Y | +87.1% | +224.5% | -137.5% | +74.4% |
| 5Y | +47.6% | -35.9% | +83.5% | +37.9% |
| All | +11.6% | +294.5% | -282.9% | +0.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling