+612.5%
STK price history and return analytics
+223.7%
+388.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +1.0% |
| 7D | -1.5% | +0.4% | -1.8% | -1.8% |
| 30D | -9.2% | -2.6% | -6.6% | -5.9% |
| 3M | -3.0% | -3.2% | +0.2% | +1.3% |
| 6M | +0.4% | +0.9% | -0.5% | +0.3% |
| YTD | +41.1% | +11.3% | +29.8% | +25.7% |
| 1Y | +40.5% | +14.0% | +26.5% | +21.8% |
| 3Y | +134.6% | +75.8% | +58.7% | +21.7% |
| 5Y | +119.1% | +57.8% | +61.3% | +30.9% |
| 10Y | +612.5% | +219.8% | +392.7% | +79.2% |
| All | +612.5% | +223.7% | +388.8% | +79.2% |
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