-91.0%
SLBT vs VT
+28.3%
-119.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.9% | -4.1% | -14.8% | -17.7% |
| 7D | -23.1% | -4.2% | -18.9% | -21.9% |
| 30D | -40.8% | -5.8% | -35.0% | -39.8% |
| 3M | -67.9% | -5.2% | -62.6% | -67.3% |
| 6M | -89.3% | +0.1% | -89.5% | -89.3% |
| YTD | -91.5% | +8.2% | -99.7% | -91.4% |
| 1Y | -91.3% | +10.1% | -101.5% | -91.2% |
| All | -91.0% | +28.3% | -119.3% | -90.9% |
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