-35.2%
STKE vs VOO
+117.5%
-152.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +3.1% |
| 7D | +8.5% | +0.5% | +8.0% | +7.9% |
| 30D | +19.8% | -0.9% | +20.7% | +21.6% |
| 3M | -1.6% | +3.9% | -5.4% | -5.8% |
| 6M | -8.6% | +14.5% | -23.2% | -22.1% |
| YTD | -17.0% | +13.0% | -29.9% | -27.0% |
| 1Y | -86.1% | +19.4% | -105.5% | -88.4% |
| 3Y | +144.2% | +78.9% | +65.4% | +80.1% |
| 5Y | +9.5% | +82.3% | -72.8% | -7.5% |
| All | -35.2% | +117.5% | -152.7% | -61.4% |
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 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