-57.4%
STKE vs VT
+11.9%
-69.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.3% | -2.8% |
| 7D | -8.4% | +2.4% | -10.8% | -13.8% |
| 30D | -19.3% | -1.5% | -17.8% | -15.7% |
| 3M | +2.8% | -4.1% | +7.0% | +16.3% |
| 6M | -47.1% | +0.6% | -47.6% | -46.7% |
| YTD | -28.8% | +11.0% | -39.8% | -45.9% |
| 1Y | -57.4% | +13.3% | -70.8% | -69.8% |
| All | -57.4% | +11.9% | -69.3% | -69.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling