+58.6%
SFLO vs VT
+65.6%
-7.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.6% |
| 7D | -1.9% | +1.0% | -2.9% | -2.8% |
| 30D | +0.7% | -0.2% | +1.0% | +1.0% |
| 3M | +17.0% | +4.5% | +12.4% | +11.5% |
| 6M | +30.1% | +14.1% | +16.1% | +12.4% |
| YTD | +33.3% | +14.8% | +18.5% | +14.1% |
| 1Y | +35.0% | +21.2% | +13.8% | +8.5% |
| All | +58.6% | +65.6% | -7.1% | -9.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling