+9.5%
SLAB vs VT
+59.8%
-50.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -1.8% |
| 7D | -0.2% | -0.7% | +0.5% | +0.5% |
| 30D | 0.0% | -1.7% | +1.7% | +2.1% |
| 3M | +1.2% | -2.3% | +3.5% | +4.0% |
| 6M | +2.0% | +1.5% | +0.5% | -2.6% |
| YTD | +69.6% | +12.0% | +57.5% | +34.1% |
| 1Y | +73.7% | +12.9% | +60.8% | +35.8% |
| 3Y | +133.8% | +74.9% | +58.9% | -7.2% |
| 5Y | +9.5% | +59.9% | -50.4% | -47.8% |
| All | +9.5% | +59.8% | -50.3% | -47.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling