+1,376.8%
STX vs VTR
+131.3%
+1,245.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -2.0% |
| 7D | +9.6% | -2.9% | +12.5% | +9.6% |
| 30D | +10.6% | -2.8% | +13.4% | +10.6% |
| 3M | +4.8% | +9.0% | -4.2% | +2.9% |
| 6M | +137.3% | +5.0% | +132.3% | +134.4% |
| YTD | +222.5% | +16.9% | +205.6% | +210.1% |
| 1Y | +366.2% | +34.3% | +331.9% | +330.3% |
| All | +1,376.8% | +131.3% | +1,245.5% | +1,062.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling