-23.3%
STVN price history and return analytics
+65.7%
-89.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.3% |
| 7D | -2.4% | -0.1% | -2.2% | -2.2% |
| 30D | -1.7% | -0.7% | -1.0% | -1.0% |
| 3M | +12.2% | +4.0% | +8.2% | +7.3% |
| 6M | +30.4% | +12.3% | +18.1% | +15.0% |
| YTD | +1.0% | +14.0% | -13.1% | -11.9% |
| 1Y | -23.5% | +20.3% | -43.8% | -36.6% |
| 3Y | -32.4% | +75.4% | -107.9% | -63.2% |
| 5Y | -23.3% | +66.0% | -89.3% | -55.0% |
| All | -23.3% | +65.7% | -89.0% | -55.0% |
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