+1,344.3%
STK vs VT
+459.0%
+885.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +0.1% | +0.4% | -0.4% | -0.4% |
| 30D | +3.2% | +1.0% | +2.2% | +2.2% |
| 3M | -5.8% | +2.4% | -8.2% | -7.5% |
| 6M | +34.6% | +12.0% | +22.6% | +21.5% |
| YTD | +47.2% | +15.3% | +31.8% | +29.2% |
| 1Y | +75.9% | +22.6% | +53.3% | +45.9% |
| 3Y | +130.6% | +74.7% | +56.0% | +37.5% |
| 5Y | +153.6% | +66.1% | +87.5% | +60.5% |
| 10Y | +653.6% | +225.0% | +428.6% | +185.0% |
| All | +1,344.3% | +459.0% | +885.2% | +297.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling