+1,092.8%
STX vs VNQ
+5.5%
+1,087.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.1% |
| 7D | +8.0% | -2.6% | +10.6% | +9.7% |
| 30D | +5.1% | -2.3% | +7.4% | +6.6% |
| 3M | +5.8% | -2.8% | +8.5% | +6.3% |
| 6M | +124.9% | +2.5% | +122.4% | +116.9% |
| YTD | +213.9% | +8.4% | +205.5% | +189.6% |
| 1Y | +350.4% | +6.8% | +343.6% | +318.8% |
| 3Y | +1,314.2% | +29.9% | +1,284.3% | +1,025.3% |
| 5Y | +1,092.8% | +7.2% | +1,085.6% | +1,017.0% |
| All | +1,092.8% | +5.5% | +1,087.3% | +1,017.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling