+1,317.7%
STK vs VT
+446.9%
+870.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -1.8% |
| 7D | -6.7% | -0.3% | -6.4% | -6.4% |
| 30D | -6.7% | -1.4% | -5.3% | -5.2% |
| 3M | +2.0% | -1.4% | +3.4% | +3.6% |
| 6M | +6.4% | +5.5% | +0.9% | +1.8% |
| YTD | +44.5% | +12.8% | +31.6% | +29.8% |
| 1Y | +42.6% | +15.4% | +27.1% | +25.5% |
| 3Y | +144.2% | +76.9% | +67.4% | +44.1% |
| 5Y | +127.0% | +60.4% | +66.6% | +48.6% |
| 10Y | +700.1% | +232.8% | +467.3% | +200.2% |
| All | +1,317.7% | +446.9% | +870.8% | +299.0% |
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