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 November 2026 at $88.92, up 4.86% for the month and +15.12% over the trailing 12 months.
- Year-to-date, VTR is +14.91%, outperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading +2.11% versus its 200-day moving average ($87.08), a bullish technical signal.
- Over the past three years, VTR has outperformed the S&P 500 by +36.67%, with a relative strength index reading of 121.4.
- Win rate over the trailing 39 months stands at 64.1% — 25 positive months versus 14 negative months.
Ventas ended November 2026 at $88.92, posting a monthly return of +4.86%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +5.04%.
The current quarter stands at +4.59% (Q4 2026 (QTD)), while medium-term trend remains constructive: price is +2.11% versus the 200-day moving average ($87.08).
Year-to-date, VTR is +14.91% against SPY +10.62%, a gap of +4.29%. The stock is currently −12.48% below its 52-week high, with maximum 3-year drawdown at −20.38%.
| Period | VTR | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.81% | −0.36% | −0.45% |
| 1 Week | +0.19% | +2.59% | −2.40% |
| 1 Month | +4.86% | −0.18% | +5.04% |
| 3 Months | −2.47% | −2.37% | −0.10% |
| 6 Months | −1.16% | +0.83% | −1.98% |
| YTD | +14.91% | +10.62% | +4.29% |
| 12 Months | +15.12% | +12.25% | +2.87% |
| 3 Years | +108.05% | +71.37% | +36.67% |
| 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 | Feb 2024 | −8.84% |
| #2 | May 2025 | −8.28% |
| #3 | Dec 2024 | −8.08% |
| #4 | Jan 2024 | −6.92% |
| #5 | Sep 2026 | −6.75% |
| Quarter | Return |
|---|---|
| Q3 2025 | +10.83% |
| Q4 2025 | +10.56% |
| Q1 2026 | +5.69% |
| Q2 2026 | +8.58% |
| Q3 2026 | −4.26% |
| Q4 2026 (QTD) | +4.59% |
| Year | Return |
|---|---|
| 2023 | +10.63% |
| 2024 | +18.16% |
| 2025 | +31.40% |
| 2026 | +14.91% |
| Metric | Value |
|---|---|
| 52-Week High | $101.60 (2026-07-28) |
| 52-Week Low | $73.82 (2026-01-08) |
| Current Price | $88.92 |
| 200-Day Moving Average | $87.08 |
| Price vs 200DMA | +2.11% |
| 3-Year Maximum Drawdown | −20.38% (2026-10-07) |
| Current Drawdown from 52W High | −12.48% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 121.4 |
| 3-Year Excess Return vs S&P 500 | +36.67% |
| RS Peak | 140.1 (Jul 2026) |
| RS Trough | 84.1 (Mar 2024) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was VTR's return for this report period?
VTR returned +4.86% in the latest monthly window ending 2026-11-13.
Has VTR outperformed SPY year to date?
YTD VTR: +14.91% vs SPY: +10.62%.
What is VTR's 12-month return?
+15.12% over the trailing 12 months.
Is VTR above or below its 200-day moving average?
Price is +2.11% versus 200DMA ($87.08).
What is the maximum drawdown in the 3-year window?
−20.38% on 2026-10-07.