-97.1%
SSTK vs VT
+57.5%
-154.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -3.7% |
| 7D | -30.6% | -0.1% | -30.5% | -28.9% |
| 30D | -34.9% | -3.1% | -31.9% | -30.4% |
| 3M | -52.0% | -3.5% | -48.5% | -48.3% |
| 6M | -83.0% | +0.5% | -83.4% | -82.7% |
| YTD | -84.5% | +10.8% | -95.2% | -86.4% |
| 1Y | -86.4% | +11.9% | -98.3% | -88.2% |
| 3Y | -91.9% | +73.0% | -164.9% | -96.3% |
| 5Y | -97.1% | +58.6% | -155.7% | -98.5% |
| All | -97.1% | +57.5% | -154.7% | -98.5% |
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 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