+33.0%
SOTK price history and return analytics
+65.7%
-32.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.5% |
| 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% | -13.7% |
| 6M | +7.7% | +12.5% | -4.7% | +4.5% |
| YTD | +11.1% | +14.1% | -2.9% | +7.4% |
| 1Y | +12.5% | +18.9% | -6.4% | +7.6% |
| 3Y | -14.5% | +74.1% | -88.6% | -26.0% |
| All | +33.0% | +65.7% | -32.6% | +45.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling