-44.4%
STKE vs VOO
+114.8%
-159.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.2% | -3.0% |
| 7D | -8.4% | +2.6% | -11.0% | -11.6% |
| 30D | -19.3% | -2.0% | -17.3% | -16.7% |
| 3M | +2.8% | -2.8% | +5.6% | +8.1% |
| 6M | -47.1% | +2.2% | -49.3% | -47.6% |
| YTD | -28.8% | +11.5% | -40.3% | -35.6% |
| 1Y | -57.4% | +13.5% | -70.9% | -62.2% |
| 3Y | +70.3% | +78.1% | -7.8% | +29.9% |
| 5Y | -28.7% | +73.1% | -101.8% | -33.3% |
| All | -44.4% | +114.8% | -159.1% | -65.9% |
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