-26.5%
STN vs VT
+15.2%
-41.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +0.6% |
| 7D | +9.7% | -0.3% | +10.0% | +9.9% |
| 30D | +17.9% | -1.4% | +19.3% | +19.0% |
| 3M | +8.9% | -1.4% | +10.3% | +9.8% |
| 6M | -12.9% | +5.5% | -18.4% | -17.9% |
| YTD | -15.9% | +12.8% | -28.7% | -26.6% |
| 1Y | -26.5% | +15.4% | -41.9% | -38.1% |
| All | -26.5% | +15.2% | -41.7% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling