-21.9%
STVN vs VOO
+18.2%
-40.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -1.2% |
| 7D | +1.9% | -0.8% | +2.7% | +2.8% |
| 30D | -1.6% | -1.1% | -0.6% | -0.4% |
| 3M | +20.9% | +3.9% | +17.0% | +13.9% |
| 6M | +37.9% | +13.6% | +24.3% | +12.6% |
| YTD | +4.3% | +12.7% | -8.5% | -13.3% |
| 1Y | -21.9% | +17.6% | -39.5% | -39.7% |
| All | -21.9% | +18.2% | -40.1% | -39.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling