+48,549.0%
STRL vs VTR
+1,499.7%
+47,049.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.0% | +7.7% | +6.3% |
| 7D | +3.4% | -1.7% | +5.1% | +3.8% |
| 30D | -9.2% | -2.4% | -6.8% | -8.8% |
| 3M | -51.0% | +14.8% | -65.8% | -53.2% |
| 6M | +15.8% | +5.3% | +10.4% | +12.8% |
| YTD | +58.9% | +18.1% | +40.8% | +50.4% |
| 1Y | +68.5% | +36.7% | +31.8% | +53.0% |
| 3Y | +485.2% | +130.1% | +355.1% | +357.5% |
| 5Y | +2,005.1% | +89.5% | +1,915.6% | +1,615.4% |
| 10Y | +7,118.0% | +87.4% | +7,030.6% | +5,403.9% |
| All | +48,549.0% | +1,499.7% | +47,049.3% | +28,280.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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