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Story

Last updated Sep 21, 2024

Asset Allocation

VOO 48.71%AAPL 42.43%TSLA 8.86%EquityEquity
PositionCategory/SectorWeight
AAPL
Apple Inc		Technology
42.43%
TSLA
Tesla, Inc.		Consumer Cyclical
8.86%
VOO
Vanguard S&P 500 ETF		Large Cap Growth Equities
48.71%

Transactions

DateTypeSymbolQuantityPrice
Feb 7, 2024BuyApple Inc50$189.17
Oct 13, 2023BuyApple Inc100$178.39
Feb 21, 2022BuyTesla, Inc.10$100.00
May 13, 2021SellVanguard S&P 500 ETF50$360.17
May 12, 2021BuyVanguard S&P 500 ETF25$355.93
Apr 16, 2020BuyVanguard S&P 500 ETF100$240.83

1–6 of 6

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Story, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly

-5.00%0.00%5.00%10.00%15.00%20.00%AprilMayJuneJulyAugustSeptember
20.57%
8.95%
Story
Benchmark (^GSPC)
Portfolio components

Returns By Period

Year-To-Date1 month6 months1 year5 years (annualized)10 years (annualized)
^GSPC
S&P 500		19.55%2.37%8.95%32.00%13.81%11.08%
Story16.78%2.98%20.57%26.95%N/AN/A
Portfolio components:
VOO
Vanguard S&P 500 ETF		20.75%2.49%9.72%33.92%15.63%13.11%
TSLA
Tesla, Inc.		-4.12%13.10%39.47%-2.71%71.67%30.44%
AAPL
Apple Inc		18.98%1.63%32.79%31.22%34.05%26.09%

Monthly Returns

The table below presents the monthly returns of Story, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.57%2.37%-1.67%-2.08%7.42%6.40%4.24%1.80%16.78%
202310.51%0.83%2.84%-2.46%3.95%10.00%3.06%-2.01%-4.69%-4.69%11.05%3.15%34.30%
2022-5.24%21.03%8.01%-11.46%-2.83%-9.18%13.96%-4.87%-8.24%2.66%1.44%-11.44%-11.20%
2021-1.02%2.77%4.21%5.29%-0.24%1.91%2.45%2.95%-4.98%7.04%-0.73%4.18%25.88%
202010.91%4.74%1.32%5.88%6.97%-4.16%-2.55%10.95%3.32%42.71%

Expense Ratio

Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

VOO
Vanguard S&P 500 ETF
Expense ratio chart for VOO: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of Story is 14, indicating that it is in the bottom 14% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of Story is 1414
Story
The Sharpe Ratio Rank of Story is 1313Sharpe Ratio Rank
The Sortino Ratio Rank of Story is 1212Sortino Ratio Rank
The Omega Ratio Rank of Story is 1313Omega Ratio Rank
The Calmar Ratio Rank of Story is 2121Calmar Ratio Rank
The Martin Ratio Rank of Story is 1212Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Story
Sharpe ratio
The chart of Sharpe ratio for Story, currently valued at 1.39, compared to the broader market-1.000.001.002.003.004.005.001.39
Sortino ratio
The chart of Sortino ratio for Story, currently valued at 1.94, compared to the broader market-2.000.002.004.006.001.94
Omega ratio
The chart of Omega ratio for Story, currently valued at 1.25, compared to the broader market0.801.001.201.401.601.801.25
Calmar ratio
The chart of Calmar ratio for Story, currently valued at 1.23, compared to the broader market0.002.004.006.008.0010.001.23
Martin ratio
The chart of Martin ratio for Story, currently valued at 5.91, compared to the broader market0.0010.0020.0030.0040.005.91
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.32, compared to the broader market-1.000.001.002.003.004.005.002.32
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.11, compared to the broader market-2.000.002.004.006.003.11
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.42, compared to the broader market0.801.001.201.401.601.801.42
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.09, compared to the broader market0.002.004.006.008.0010.002.09
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 14.29, compared to the broader market0.0010.0020.0030.0040.0014.29
Portfolio components
Sharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
VOO
Vanguard S&P 500 ETF		2.473.311.452.7015.54
TSLA
Tesla, Inc.		-0.170.141.02-0.14-0.39
AAPL
Apple Inc		1.382.051.261.854.36

Sharpe Ratio

The current Story Sharpe ratio is 1.39. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Compared to the broad market, where average Sharpe ratios range from 1.91 to 2.59, this portfolio's current Sharpe ratio places it in the bottom 25%. This suggests that it may not be performing as well in terms of risk-adjusted returns compared to many other portfolios. The lower performance could be due to either lower returns, higher volatility, or a combination of both. This might indicate that the portfolio requires some fine-tuning. You can use the Portfolio Optimization tool to find an allocation that maximizes the Sharpe ratio.

Use the chart below to compare the Sharpe ratio of Story with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00AprilMayJuneJulyAugustSeptember
1.39
2.32
Story
Benchmark (^GSPC)
Portfolio components

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AprilMayJuneJulyAugustSeptember
-1.44%
-0.19%
Story
Benchmark (^GSPC)
Portfolio components

Worst Drawdowns

The table below displays the maximum drawdowns of the Story. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Story was 31.67%, occurring on Dec 28, 2022. Recovery took 365 trading sessions.

The current Story drawdown is 1.44%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-31.67%Apr 5, 2022185Dec 28, 2022365Jun 12, 2024550
-10.84%Jul 17, 202416Aug 7, 2024———
-9.72%Jan 4, 202217Jan 27, 202217Feb 22, 202234
-9.45%Sep 3, 202014Sep 23, 202037Nov 13, 202051
-7.02%Jun 9, 20203Jun 11, 202026Jul 20, 202029

Volatility

Volatility Chart

The current Story volatility is 5.34%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

2.00%3.00%4.00%5.00%6.00%7.00%AprilMayJuneJulyAugustSeptember
5.34%
4.31%
Story
Benchmark (^GSPC)
Portfolio components

Diversification

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.
TSLAAAPLVOO
TSLA1.000.510.54
AAPL0.511.000.73
VOO0.540.731.00
The correlation results are calculated based on daily price changes starting from Apr 16, 2020