+16,011.1%
STX vs VTR
+1,955.5%
+14,055.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.0% | +8.3% | +7.0% |
| 7D | +2.4% | -1.7% | +4.0% | +2.9% |
| 30D | +1.4% | -2.4% | +3.8% | +2.1% |
| 3M | -8.2% | +14.8% | -23.0% | -13.8% |
| 6M | +127.0% | +5.3% | +121.7% | +119.2% |
| YTD | +209.1% | +18.1% | +191.1% | +186.2% |
| 1Y | +365.4% | +36.7% | +328.7% | +308.0% |
| 3Y | +1,135.4% | +130.1% | +1,005.3% | +787.3% |
| 5Y | +991.5% | +89.5% | +902.0% | +726.2% |
| 10Y | +3,695.8% | +87.4% | +3,608.5% | +2,419.8% |
| All | +16,011.1% | +1,955.5% | +14,055.6% | +2,878.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling