VTR monthly performance report
Check VTR's monthly returns, drawdown, and seasonality trends — updated every month.
VTR monthly report
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Key takeaways
- Ventas (VTR) closed September 2026 at $87.71, down 3.80% for the month and +30.25% over the trailing 12 months.
- Year-to-date, VTR is +13.35%, outperforming the S&P 500 which has returned +11.83% YTD.
- The stock is trading +2.73% versus its 200-day moving average ($85.38), a bullish technical signal.
- Over the past three years, VTR has outperformed the S&P 500 by +24.57%, with a relative strength index reading of 116.8.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
Ventas ended September 2026 at $87.71, posting a monthly return of −3.80%. The S&P 500 returned −0.58% over the same window, leaving relative performance at −3.21%.
The current quarter stands at −1.23% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +2.73% versus the 200-day moving average ($85.38).
Year-to-date, VTR is +13.35% against SPY +11.83%, a gap of +1.52%. The stock is currently −13.67% below its 52-week high, with maximum 3-year drawdown at −18.19%.
| Period | VTR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.57% | +1.13% | −1.70% |
| 1 Week | −3.02% | +0.63% | −3.65% |
| 1 Month | −3.80% | −0.58% | −3.21% |
| 3 Months | +5.09% | +1.64% | +3.46% |
| 6 Months | +1.75% | +15.15% | −13.39% |
| YTD | +13.35% | +11.83% | +1.52% |
| 12 Months | +30.25% | +15.69% | +14.56% |
| 3 Years | +96.57% | +72.00% | +24.57% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2025 | +14.50% |
| #2 | Aug 2024 | +14.09% |
| #3 | May 2024 | +13.50% |
| #4 | Feb 2026 | +10.93% |
| #5 | Nov 2025 | +9.27% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2023 | −9.98% |
| #2 | Feb 2024 | −8.84% |
| #3 | May 2025 | −8.28% |
| #4 | Dec 2024 | −8.08% |
| #5 | Jan 2024 | −6.92% |
| Quarter | Return |
|---|---|
| Q2 2025 | −8.16% |
| Q3 2025 | +10.83% |
| Q4 2025 | +10.56% |
| Q1 2026 | +5.69% |
| Q2 2026 | +8.58% |
| Q3 2026 (QTD) | −1.23% |
| Year | Return |
|---|---|
| 2023 | +10.63% |
| 2024 | +18.16% |
| 2025 | +31.40% |
| 2026 | +13.35% |
| Metric | Value |
|---|---|
| 52-Week High | $101.60 (2026-07-28) |
| 52-Week Low | $66.54 (2025-09-19) |
| Current Price | $87.71 |
| 200-Day Moving Average | $85.38 |
| Price vs 200DMA | +2.73% |
| 3-Year Maximum Drawdown | −18.19% (2024-04-16) |
| Current Drawdown from 52W High | −13.67% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 116.8 |
| 3-Year Excess Return vs S&P 500 | +24.57% |
| RS Peak | 138.1 (Jul 2026) |
| RS Trough | 82.9 (Mar 2024) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was VTR's return for this report period?
VTR returned −3.80% in the latest monthly window ending 2026-09-17.
Has VTR outperformed SPY year to date?
YTD VTR: +13.35% vs SPY: +11.83%.
What is VTR's 12-month return?
+30.25% over the trailing 12 months.
Is VTR above or below its 200-day moving average?
Price is +2.73% versus 200DMA ($85.38).
What is the maximum drawdown in the 3-year window?
−18.19% on 2024-04-16.