+285.8%
STN vs VT
+215.5%
+70.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.2% | -2.1% |
| 7D | +2.8% | -2.3% | +5.1% | +4.7% |
| 30D | +11.5% | -5.0% | +16.5% | +15.9% |
| 3M | +1.9% | -4.9% | +6.8% | +5.9% |
| 6M | -18.9% | -1.5% | -17.3% | -18.4% |
| YTD | -20.7% | +8.5% | -29.1% | -26.0% |
| 1Y | -31.0% | +11.4% | -42.4% | -37.0% |
| 3Y | +20.6% | +70.1% | -49.5% | -21.2% |
| 5Y | +40.8% | +53.7% | -13.0% | -1.3% |
| All | +285.8% | +215.5% | +70.3% | +39.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling