-66.9%
SBLK vs VOO
+810.0%
-876.9%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.6% |
| 7D | -3.9% | -0.8% | -3.1% | -3.1% |
| 30D | +15.2% | -1.1% | +16.3% | +16.4% |
| 3M | +20.6% | +3.9% | +16.7% | +16.2% |
| 6M | +40.4% | +13.6% | +26.8% | +24.3% |
| YTD | +73.0% | +12.7% | +60.3% | +54.2% |
| 1Y | +74.2% | +17.6% | +56.6% | +49.0% |
| 3Y | +118.7% | +77.3% | +41.4% | +24.3% |
| 5Y | +134.5% | +84.1% | +50.4% | +28.0% |
| 10Y | +1,009.9% | +323.5% | +686.4% | +161.4% |
| All | -66.9% | +810.0% | -876.9% | -95.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling