Risk Metrics

Beta

A measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).

Formula

Beta = Cov(Asset, Market) / Var(Market)

Beta quantifies how much an asset moves relative to a market benchmark (typically the S&P 500). A Beta of 1.0 means the asset moves in lockstep with the market. A Beta of 1.5 means it amplifies market moves by 50% — going up 15% when the market rises 10%, and falling 15% when it drops 10%.

Beta below 1 indicates lower sensitivity to market swings — defensive stocks and bonds often have negative or near-zero betas. Some assets like gold can have near-zero or even negative beta, providing portfolio diversification during market downturns.

Important nuance: Beta is backward-looking and computed relative to a specific benchmark. An asset can have a low beta relative to the S&P 500 but high beta relative to emerging markets. Always check what benchmark is being used.

On StressTest.pro, Beta is derived using a rolling regression of daily returns against VTI.US (Vanguard Total Stock Market ETF) as the broad market proxy over the full measurement window.

Frequently Asked Questions

Is a high beta good or bad?

Neither inherently — it depends on your objective. High-beta stocks amplify both gains and losses. In a bull market, a beta of 1.5+ is attractive. In a bear market, high-beta positions destroy value faster than the index. Conservative investors typically prefer beta below 1.0.

See Beta in Action

Run a real backtest on any stock or ETF to see Beta computed live from 10 years of data.

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Disclaimer

The information provided by StressTest.pro is for educational and informational purposes only and does not constitute financial advice. Investment involves risk, including possible loss of principal. Past performance is not indicative of future results. Calculations are based on historical data and statistical approximations.