+1,479.7%
VTR vs STT
+1,328.9%
+150.7%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +0.7% | +5.1% | -4.4% | -1.1% |
| 30D | +6.9% | -0.2% | +7.1% | +6.8% |
| 3M | +1.3% | -8.1% | +9.5% | +4.1% |
| 6M | +2.5% | +16.6% | -14.2% | -3.6% |
| YTD | +18.0% | +37.8% | -19.8% | +3.8% |
| 1Y | +19.5% | +46.8% | -27.4% | +2.6% |
| 3Y | +130.2% | +181.2% | -51.0% | +53.4% |
| 5Y | +93.8% | +105.1% | -11.3% | +40.1% |
| 10Y | +131.5% | +202.3% | -70.9% | +40.6% |
| All | +1,479.7% | +1,328.9% | +150.7% | +376.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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