-5.8%
SLB vs VTV
+234.5%
-240.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -1.0% |
| 7D | -2.5% | -1.1% | -1.4% | -0.9% |
| 30D | +7.1% | -1.0% | +8.1% | +8.7% |
| 3M | +0.6% | +4.6% | -4.0% | -6.1% |
| 6M | +17.6% | +13.5% | +4.1% | -2.5% |
| YTD | +48.5% | +18.5% | +30.0% | +15.8% |
| 1Y | +59.4% | +22.9% | +36.5% | +17.9% |
| 3Y | -0.4% | +67.8% | -68.2% | -53.1% |
| 5Y | +133.8% | +81.8% | +51.9% | -1.8% |
| All | -5.8% | +234.5% | -240.3% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling