+7.9%
STVN vs VOO
+88.1%
-80.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -1.0% |
| 7D | +1.9% | -0.8% | +2.7% | +2.6% |
| 30D | -1.6% | -1.1% | -0.6% | -0.7% |
| 3M | +20.9% | +3.9% | +17.0% | +16.2% |
| 6M | +37.9% | +13.6% | +24.3% | +22.0% |
| YTD | +4.3% | +12.7% | -8.5% | -6.7% |
| 1Y | -21.9% | +17.6% | -39.5% | -32.6% |
| 3Y | -30.6% | +77.3% | -108.0% | -60.6% |
| 5Y | -20.1% | +84.1% | -104.2% | -56.1% |
| All | +7.9% | +88.1% | -80.3% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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