+15.4%
STOK vs VOO
+81.6%
-66.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | +0.2% |
| 7D | -1.9% | -0.4% | -1.5% | -1.5% |
| 30D | -7.2% | -1.4% | -5.8% | -5.5% |
| 3M | +1.9% | +3.7% | -1.8% | -3.4% |
| 6M | -21.9% | +13.0% | -34.9% | -34.5% |
| YTD | -5.7% | +12.4% | -18.2% | -20.4% |
| 1Y | +35.6% | +18.6% | +17.0% | +5.6% |
| 3Y | +463.5% | +78.1% | +385.4% | +144.2% |
| 5Y | +15.4% | +82.3% | -66.9% | -49.2% |
| All | +15.4% | +81.6% | -66.2% | -49.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling