-7.7%
STRK price history and return analytics
+21.4%
-29.1%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.9% |
| 7D | +6.7% | +1.0% | +5.7% | +5.7% |
| 30D | +16.6% | -0.2% | +16.8% | +16.8% |
| 3M | +19.0% | +4.5% | +14.4% | +14.2% |
| 6M | +4.5% | +14.1% | -9.5% | -7.5% |
| YTD | +4.8% | +14.8% | -10.0% | -8.3% |
| 1Y | -7.7% | +21.2% | -28.9% | -22.9% |
| All | -7.7% | +21.4% | -29.1% | -22.9% |
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 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