-71.1%
STNE vs VT
+158.2%
-229.2%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.5% | +5.1% |
| 7D | -6.4% | -4.2% | -2.2% | +1.3% |
| 30D | -35.5% | -5.8% | -29.7% | -28.2% |
| 3M | -32.9% | -5.2% | -27.7% | -26.1% |
| 6M | -32.4% | +0.1% | -32.5% | -33.4% |
| YTD | -38.7% | +8.2% | -46.9% | -47.3% |
| 1Y | -52.4% | +10.1% | -62.5% | -60.4% |
| 3Y | -17.1% | +69.7% | -86.8% | -70.9% |
| 5Y | -70.1% | +53.4% | -123.5% | -85.7% |
| All | -71.1% | +158.2% | -229.2% | -94.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling