-67.3%
STAK vs VOO
+30.3%
-97.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.9% |
| 7D | -1.6% | -0.4% | -1.3% | -1.8% |
| 30D | -26.1% | -1.4% | -24.7% | -26.7% |
| 3M | -78.4% | +3.7% | -82.1% | -77.8% |
| 6M | +60.5% | +13.0% | +47.5% | +60.2% |
| YTD | +205.8% | +12.4% | +193.3% | +205.8% |
| 1Y | +55.2% | +18.6% | +36.6% | +53.3% |
| All | -67.3% | +30.3% | -97.5% | -62.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling