+105.8%
STAK vs VOO
+14.7%
+91.1%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.6% | -8.2% | -1.9% |
| 7D | +0.7% | -0.7% | +1.4% | -1.0% |
| 30D | +36.2% | -1.1% | +37.2% | +34.8% |
| 3M | -15.9% | -0.3% | -15.5% | -14.8% |
| 6M | +50.1% | +7.4% | +42.7% | +74.7% |
| YTD | +258.4% | +13.4% | +245.0% | +331.0% |
| 1Y | +105.8% | +14.8% | +91.0% | +142.1% |
| All | +105.8% | +14.7% | +91.1% | +142.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling