+8.3%
STOK vs VT
+15.2%
-6.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +0.2% |
| 7D | +3.9% | -0.3% | +4.2% | +4.2% |
| 30D | +8.4% | -1.4% | +9.8% | +9.7% |
| 3M | -13.3% | -1.4% | -11.9% | -12.2% |
| 6M | -19.7% | +5.5% | -25.2% | -23.8% |
| YTD | -13.5% | +12.8% | -26.3% | -22.5% |
| 1Y | +8.3% | +15.4% | -7.1% | -2.8% |
| All | +8.3% | +15.2% | -6.9% | -2.8% |
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