+657.5%
STK price history and return analytics
+221.4%
+436.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.2% |
| 7D | +1.9% | +1.0% | +0.9% | +0.7% |
| 30D | +1.7% | -0.2% | +2.0% | +2.0% |
| 3M | +3.3% | +4.5% | -1.3% | -1.8% |
| 6M | +39.0% | +14.1% | +24.9% | +19.7% |
| YTD | +48.0% | +14.8% | +33.3% | +26.6% |
| 1Y | +73.4% | +21.2% | +52.2% | +39.2% |
| 3Y | +138.4% | +76.6% | +61.8% | +22.7% |
| 5Y | +159.1% | +66.6% | +92.5% | +44.7% |
| 10Y | +657.5% | +222.3% | +435.3% | +93.9% |
| All | +657.5% | +221.4% | +436.1% | +93.9% |
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