+69.1%
SBLK vs VT
+18.7%
+50.4%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -0.7% |
| 7D | -3.5% | -2.0% | -1.5% | -2.1% |
| 30D | +14.5% | -1.4% | +15.9% | +15.7% |
| 3M | +21.5% | +4.7% | +16.8% | +17.1% |
| 6M | +35.6% | +11.4% | +24.2% | +23.2% |
| YTD | +70.6% | +13.1% | +57.6% | +52.9% |
| 1Y | +69.1% | +19.0% | +50.1% | +50.8% |
| All | +69.1% | +18.7% | +50.4% | +50.8% |
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