+8.1%
STVN price history and return analytics
+68.5%
-60.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +4.4% |
| 7D | +2.0% | -2.0% | +4.0% | +4.1% |
| 30D | -0.5% | -1.4% | +0.9% | +1.0% |
| 3M | +21.9% | +4.7% | +17.2% | +15.5% |
| 6M | +39.5% | +11.4% | +28.2% | +24.2% |
| YTD | +4.5% | +13.1% | -8.6% | -8.0% |
| 1Y | -18.6% | +19.0% | -37.7% | -31.8% |
| 3Y | -30.1% | +73.9% | -104.0% | -61.4% |
| 5Y | -19.9% | +65.4% | -85.3% | -52.9% |
| All | +8.1% | +68.5% | -60.4% | -36.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling