+365.4%
STX vs VTR
+36.9%
+328.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.0% | +8.3% | +5.2% |
| 7D | +2.4% | -1.7% | +4.0% | +1.5% |
| 30D | +1.4% | -2.4% | +3.8% | -0.2% |
| 3M | -8.2% | +14.8% | -23.0% | -2.9% |
| 6M | +127.0% | +5.3% | +121.7% | +137.6% |
| YTD | +209.1% | +18.1% | +191.1% | +228.8% |
| 1Y | +365.4% | +36.7% | +328.7% | +384.3% |
| All | +365.4% | +36.9% | +328.6% | +384.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling