-51.3%
STVN vs VT
+75.6%
-126.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.7% | +1.9% |
| 7D | +3.5% | -0.7% | +4.2% | +4.0% |
| 30D | -27.7% | -1.7% | -26.0% | -26.8% |
| 3M | -33.9% | -2.3% | -31.6% | -32.8% |
| 6M | -23.6% | +1.5% | -25.2% | -25.3% |
| YTD | -30.6% | +12.0% | -42.7% | -37.6% |
| 1Y | -42.2% | +12.9% | -55.1% | -48.3% |
| All | -51.3% | +75.6% | -126.9% | -73.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling