+44.6%
SLB vs VG
+71.2%
-26.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.7% | -4.8% | -0.4% |
| 7D | +2.6% | +15.1% | -12.5% | +1.6% |
| 30D | +4.4% | -4.2% | +8.6% | +4.5% |
| 3M | -2.7% | -3.1% | +0.4% | -2.7% |
| 6M | -7.5% | +0.3% | -7.9% | -8.1% |
| YTD | +34.8% | +95.5% | -60.7% | +26.1% |
| 1Y | +44.6% | +64.4% | -19.8% | +36.8% |
| All | +44.6% | +71.2% | -26.6% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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