-24.6%
STVN vs VT
+66.2%
-90.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -2.5% | +0.4% | -2.9% | -2.9% |
| 30D | +2.0% | +1.0% | +1.1% | +1.0% |
| 3M | +11.2% | +2.4% | +8.8% | +8.0% |
| 6M | +17.6% | +12.0% | +5.6% | +4.2% |
| YTD | +2.3% | +15.3% | -13.0% | -11.8% |
| 1Y | -10.7% | +22.6% | -33.2% | -27.4% |
| 3Y | -37.8% | +74.7% | -112.5% | -65.9% |
| All | -24.6% | +66.2% | -90.8% | -56.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling