+536.9%
STOK vs VT
+76.6%
+460.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | -0.7% |
| 7D | +3.9% | -0.3% | +4.2% | +4.3% |
| 30D | +8.4% | -1.4% | +9.8% | +10.6% |
| 3M | -13.3% | -1.4% | -11.9% | -11.7% |
| 6M | -19.7% | +5.5% | -25.2% | -26.4% |
| YTD | -13.5% | +12.8% | -26.3% | -28.7% |
| 1Y | +8.3% | +15.4% | -7.1% | -14.1% |
| All | +536.9% | +76.6% | +460.3% | +98.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling