-97.1%
SSTK vs VT
+57.0%
-154.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -0.3% | +9.7% | +9.8% |
| 7D | -1.7% | +2.4% | -4.0% | -5.3% |
| 30D | -27.7% | -1.5% | -26.2% | -24.6% |
| 3M | -50.2% | -4.1% | -46.1% | -46.0% |
| 6M | -81.5% | +0.6% | -82.0% | -81.2% |
| YTD | -84.0% | +11.0% | -95.0% | -86.0% |
| 1Y | -85.2% | +13.3% | -98.5% | -87.5% |
| 3Y | -91.6% | +73.4% | -165.0% | -96.2% |
| All | -97.1% | +57.0% | -154.2% | -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