+7.4%
STOK vs VT
+144.6%
-137.3%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | -0.8% |
| 7D | +3.9% | -0.3% | +4.2% | +4.4% |
| 30D | +8.4% | -1.4% | +9.8% | +10.7% |
| 3M | -13.3% | -1.4% | -11.9% | -11.6% |
| 6M | -19.7% | +5.5% | -25.2% | -26.4% |
| YTD | -13.5% | +12.8% | -26.3% | -28.6% |
| 1Y | +8.3% | +15.4% | -7.1% | -13.8% |
| 3Y | +544.4% | +76.9% | +467.5% | +173.4% |
| 5Y | +5.5% | +60.4% | -54.9% | -46.3% |
| All | +7.4% | +144.6% | -137.3% | -68.8% |
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 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