+96.5%
STM vs VNQ
+14.0%
+82.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +3.2% | -9.2% | -6.2% |
| 7D | -6.0% | +6.8% | -12.8% | -6.7% |
| 30D | -20.9% | +10.0% | -30.9% | -22.1% |
| 3M | -15.8% | 0.0% | -15.7% | -15.3% |
| 6M | -17.0% | +4.5% | -21.5% | -20.1% |
| YTD | +76.8% | +13.9% | +62.9% | +56.7% |
| 1Y | +96.5% | +14.1% | +82.4% | +74.1% |
| All | +96.5% | +14.0% | +82.5% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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