-68.4%
STAK price history and return analytics
+35.1%
-103.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.9% | -5.7% | -3.6% |
| 7D | -1.7% | -1.1% | -0.6% | -3.1% |
| 30D | -26.3% | -1.0% | -25.3% | -27.2% |
| 3M | -85.5% | +3.2% | -88.6% | -84.5% |
| 6M | +52.7% | +12.5% | +40.2% | +69.1% |
| YTD | +195.7% | +14.1% | +181.7% | +221.4% |
| 1Y | +55.5% | +18.9% | +36.6% | +67.2% |
| All | -68.4% | +35.1% | -103.5% | -61.0% |
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