+2.3%
STOK price history and return analytics
+11.9%
-9.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.1% |
| 7D | +0.5% | +2.4% | -1.8% | -1.7% |
| 30D | +14.7% | -1.5% | +16.2% | +16.6% |
| 3M | -14.8% | -4.1% | -10.7% | -11.1% |
| 6M | -15.8% | +0.6% | -16.4% | -16.5% |
| YTD | -15.9% | +11.0% | -27.0% | -25.8% |
| 1Y | +2.3% | +13.3% | -11.0% | -12.3% |
| All | +2.3% | +11.9% | -9.6% | -12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling