+354.5%
SOTK price history and return analytics
+229.8%
+124.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.4% |
| 7D | -8.6% | -1.1% | -7.5% | -8.2% |
| 30D | -12.1% | -1.0% | -11.1% | -11.7% |
| 3M | -12.9% | +3.2% | -16.1% | -13.8% |
| 6M | +7.7% | +12.5% | -4.7% | +3.7% |
| YTD | +11.1% | +14.1% | -2.9% | +6.4% |
| 1Y | +12.5% | +18.9% | -6.4% | +6.1% |
| 3Y | -14.5% | +74.1% | -88.6% | -30.0% |
| 5Y | +33.4% | +66.9% | -33.4% | +12.0% |
| All | +354.5% | +229.8% | +124.7% | +145.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling