+188.7%
SLDB vs VT
+75.0%
+113.8%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +4.9% | +0.4% | +4.5% | +3.9% |
| 30D | +17.4% | +1.0% | +16.4% | +15.1% |
| 3M | +41.6% | +2.4% | +39.2% | +34.9% |
| 6M | +66.9% | +12.0% | +54.9% | +31.1% |
| YTD | +81.7% | +15.3% | +66.4% | +33.6% |
| 1Y | +84.4% | +22.6% | +61.8% | +19.1% |
| All | +188.7% | +75.0% | +113.8% | -36.1% |
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