+350.4%
STX vs VTR
+35.8%
+314.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -3.8% | -2.0% |
| 7D | +8.0% | -1.8% | +9.8% | +7.0% |
| 30D | +5.1% | +4.0% | +1.1% | +7.5% |
| 3M | +5.8% | +7.8% | -2.1% | +10.1% |
| 6M | +124.9% | +6.4% | +118.6% | +136.3% |
| YTD | +213.9% | +18.3% | +195.6% | +234.4% |
| 1Y | +350.4% | +33.9% | +316.5% | +369.9% |
| All | +350.4% | +35.8% | +314.6% | +369.9% |
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