+4.3%
STOK vs VOO
+189.0%
-184.6%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.3% |
| 7D | +0.5% | +2.6% | -2.0% | -2.8% |
| 30D | +14.7% | -2.0% | +16.7% | +18.0% |
| 3M | -14.8% | -2.8% | -12.0% | -11.5% |
| 6M | -15.8% | +2.2% | -18.0% | -18.6% |
| YTD | -15.9% | +11.5% | -27.5% | -28.1% |
| 1Y | +2.3% | +13.5% | -11.2% | -14.6% |
| 3Y | +524.8% | +78.1% | +446.7% | +179.5% |
| 5Y | -6.1% | +73.1% | -79.3% | -55.1% |
| All | +4.3% | +189.0% | -184.6% | -74.2% |
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