+365.4%
STX vs VNQ
+9.6%
+355.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.7% | +7.0% | +5.8% |
| 7D | +2.4% | -1.3% | +3.6% | +1.3% |
| 30D | +1.4% | -2.9% | +4.3% | -1.2% |
| 3M | -8.2% | +0.8% | -9.0% | -8.4% |
| 6M | +127.0% | +2.5% | +124.6% | +119.6% |
| YTD | +209.1% | +10.6% | +198.5% | +212.8% |
| 1Y | +365.4% | +9.1% | +356.4% | +372.7% |
| All | +365.4% | +9.6% | +355.9% | +372.7% |
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