-68.4%
STAK vs VOO
+30.6%
-98.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.8% | -5.7% | -4.3% |
| 7D | -1.7% | -0.8% | -0.9% | -2.1% |
| 30D | -26.3% | -1.1% | -25.2% | -26.7% |
| 3M | -85.5% | +3.9% | -89.4% | -85.1% |
| 6M | +52.7% | +13.6% | +39.0% | +52.4% |
| YTD | +195.7% | +12.7% | +183.0% | +196.3% |
| 1Y | +55.5% | +17.6% | +37.9% | +54.1% |
| All | -68.4% | +30.6% | -98.9% | -63.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling