-90.1%
SBLK price history and return analytics
+368.9%
-459.1%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.5% |
| 7D | -3.9% | -1.1% | -2.7% | -2.7% |
| 30D | +15.2% | -1.0% | +16.2% | +16.5% |
| 3M | +20.6% | +3.2% | +17.4% | +16.5% |
| 6M | +40.4% | +12.5% | +28.0% | +23.5% |
| YTD | +73.0% | +14.1% | +59.0% | +49.8% |
| 1Y | +74.2% | +18.9% | +55.3% | +44.1% |
| 3Y | +118.7% | +74.1% | +44.6% | +19.3% |
| 5Y | +134.5% | +66.9% | +67.6% | +34.4% |
| 10Y | +1,009.9% | +228.3% | +781.6% | +215.4% |
| All | -90.1% | +368.9% | -459.1% | -98.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling