+130.8%
SLB vs VT
+66.2%
+64.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.8% | +0.4% | +0.4% | +0.4% |
| 30D | +15.8% | +1.0% | +14.9% | +14.7% |
| 3M | -0.3% | +2.4% | -2.7% | -2.8% |
| 6M | +21.3% | +12.0% | +9.3% | +8.3% |
| YTD | +52.3% | +15.3% | +37.0% | +32.2% |
| 1Y | +63.6% | +22.6% | +41.0% | +33.8% |
| 3Y | +3.8% | +74.7% | -70.9% | -38.6% |
| All | +130.8% | +66.2% | +64.6% | +46.0% |
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