-71.3%
SLBT vs VT
+36.7%
-108.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | 0.0% | -8.6% | -8.6% |
| 7D | +6.7% | +0.4% | +6.2% | +6.6% |
| 30D | +2.9% | +1.0% | +1.9% | +2.8% |
| 3M | -71.2% | +2.4% | -73.6% | -71.4% |
| 6M | -72.7% | +12.0% | -84.7% | -72.8% |
| YTD | -72.7% | +15.3% | -88.0% | -72.8% |
| 1Y | -72.1% | +22.6% | -94.6% | -72.2% |
| All | -71.3% | +36.7% | -108.0% | -71.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling