+673.8%
STX vs VTR
+130.0%
+543.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -3.2% |
| 7D | +14.6% | +0.2% | +14.4% | +14.6% |
| 30D | -26.0% | +5.5% | -31.4% | -25.5% |
| 3M | -42.6% | -0.9% | -41.7% | -42.3% |
| 6M | -35.3% | -0.4% | -34.9% | -34.6% |
| YTD | +92.5% | +17.0% | +75.4% | +87.0% |
| 1Y | +102.4% | +18.0% | +84.4% | +96.1% |
| 3Y | +673.8% | +127.4% | +546.5% | +524.2% |
| All | +673.8% | +130.0% | +543.8% | +524.2% |
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