+8.6%
STOK price history and return analytics
+142.9%
-134.3%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +0.3% |
| 7D | +1.1% | -0.7% | +1.8% | +2.3% |
| 30D | +14.9% | -1.7% | +16.7% | +18.0% |
| 3M | -15.8% | -2.3% | -13.5% | -12.9% |
| 6M | -15.0% | +1.5% | -16.5% | -17.3% |
| YTD | -12.5% | +12.0% | -24.6% | -27.0% |
| 1Y | +10.6% | +12.9% | -2.3% | -8.8% |
| 3Y | +551.6% | +74.9% | +476.7% | +181.6% |
| 5Y | -1.9% | +59.9% | -61.8% | -49.8% |
| All | +8.6% | +142.9% | -134.3% | -68.1% |
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