-39.3%
STKE price history and return analytics
+85.2%
-124.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -0.5% |
| 7D | -7.8% | -2.0% | -5.8% | -5.1% |
| 30D | +11.2% | -1.4% | +12.6% | +13.9% |
| 3M | +1.7% | +4.7% | -3.0% | -4.2% |
| 6M | -21.2% | +11.4% | -32.5% | -31.5% |
| YTD | -22.2% | +13.1% | -35.3% | -32.7% |
| 1Y | -84.6% | +19.0% | -103.6% | -87.3% |
| 3Y | +128.8% | +73.9% | +54.9% | +54.2% |
| 5Y | +6.3% | +65.4% | -59.1% | -10.2% |
| All | -39.3% | +85.2% | -124.5% | -62.1% |
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