-46.4%
STKE vs VOO
+117.0%
-163.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.8% | +0.8% | -12.6% | -12.9% |
| 7D | -15.3% | -0.8% | -14.6% | -14.6% |
| 30D | -1.9% | -1.1% | -0.8% | -0.4% |
| 3M | -13.2% | +3.9% | -17.1% | -17.1% |
| 6M | -30.0% | +13.6% | -43.6% | -39.8% |
| YTD | -31.4% | +12.7% | -44.1% | -39.6% |
| 1Y | -84.7% | +17.6% | -102.3% | -87.0% |
| 3Y | +101.9% | +77.3% | +24.6% | +49.1% |
| 5Y | -6.3% | +84.1% | -90.4% | -22.6% |
| All | -46.4% | +117.0% | -163.5% | -68.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling