-40.8%
STKE vs VT
+77.3%
-118.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.4% | -0.5% |
| 7D | -9.4% | -4.2% | -5.2% | -3.4% |
| 30D | -37.0% | -5.8% | -31.2% | -30.7% |
| 3M | +11.5% | -5.2% | +16.8% | +22.4% |
| 6M | -28.8% | +0.1% | -29.0% | -27.5% |
| YTD | -24.2% | +8.2% | -32.4% | -29.3% |
| 1Y | -62.0% | +10.1% | -72.1% | -65.1% |
| 3Y | +45.0% | +69.7% | -24.7% | +5.3% |
| 5Y | -21.6% | +53.4% | -75.0% | -23.0% |
| All | -40.8% | +77.3% | -118.1% | -60.1% |
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