+481.0%
STX vs VTR
+92.5%
+388.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.0% |
| 7D | +16.8% | +0.7% | +16.2% | +16.7% |
| 30D | -27.0% | +6.9% | -34.0% | -28.2% |
| 3M | -37.9% | +1.3% | -39.2% | -38.2% |
| 6M | -32.5% | +2.5% | -35.0% | -33.9% |
| YTD | +98.6% | +18.0% | +80.6% | +84.3% |
| 1Y | +93.6% | +19.5% | +74.1% | +78.6% |
| 3Y | +699.1% | +130.2% | +568.9% | +454.9% |
| 5Y | +481.0% | +93.8% | +387.2% | +309.1% |
| All | +481.0% | +92.5% | +388.5% | +309.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling