+42.7%
SLB vs VG
-39.3%
+82.1%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | +0.8% | +1.7% | -0.9% | +0.6% |
| 30D | +15.8% | +16.0% | -0.2% | +13.8% |
| 3M | -0.3% | +9.7% | -10.1% | -2.0% |
| 6M | +21.3% | +29.6% | -8.2% | +14.8% |
| YTD | +52.3% | +112.0% | -59.7% | +32.7% |
| 1Y | +63.6% | +12.8% | +50.8% | +56.1% |
| All | +42.7% | -39.3% | +82.1% | +30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling