+14,218.4%
STX vs VNQ
+392.1%
+13,826.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.1% | +6.6% | +6.5% |
| 7D | +10.7% | -0.4% | +11.1% | +11.0% |
| 30D | +11.3% | -2.5% | +13.8% | +12.9% |
| 3M | +3.2% | +1.4% | +1.9% | +1.2% |
| 6M | +157.0% | +4.6% | +152.4% | +147.1% |
| YTD | +229.2% | +10.5% | +218.7% | +205.3% |
| 1Y | +381.8% | +8.4% | +373.5% | +350.9% |
| 3Y | +1,383.2% | +32.4% | +1,350.8% | +1,127.2% |
| 5Y | +1,144.9% | +5.5% | +1,139.4% | +1,078.7% |
| 10Y | +3,676.0% | +59.1% | +3,616.9% | +2,656.8% |
| All | +14,218.4% | +392.1% | +13,826.4% | +4,327.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling