+3.6%
STOK price history and return analytics
+57.4%
-53.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.6% | +1.8% | +0.4% |
| 7D | +4.6% | +0.4% | +4.3% | +4.1% |
| 30D | +12.0% | -2.6% | +14.6% | +16.5% |
| 3M | -15.3% | -3.2% | -12.0% | -11.0% |
| 6M | -15.7% | +0.9% | -16.7% | -17.5% |
| YTD | -12.7% | +11.3% | -24.0% | -27.0% |
| 1Y | +21.2% | +14.0% | +7.2% | -2.7% |
| 3Y | +511.7% | +75.8% | +435.9% | +146.4% |
| 5Y | +3.6% | +57.8% | -54.2% | -46.4% |
| All | +3.6% | +57.4% | -53.7% | -46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling