-18.5%
STVN price history and return analytics
+65.5%
-83.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.3% | +10.3% | +10.3% |
| 7D | +16.4% | +2.4% | +14.1% | +13.7% |
| 30D | -18.2% | -1.5% | -16.7% | -17.2% |
| 3M | -26.6% | -4.1% | -22.5% | -23.8% |
| 6M | -11.2% | +0.6% | -11.8% | -12.7% |
| YTD | -21.2% | +11.0% | -32.2% | -29.7% |
| 1Y | -30.0% | +13.3% | -43.4% | -38.8% |
| 3Y | -44.7% | +73.4% | -118.1% | -69.6% |
| 5Y | -27.8% | +57.4% | -85.2% | -55.1% |
| All | -18.5% | +65.5% | -83.9% | -51.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling