-98.1%
SLDB vs VT
+134.1%
-232.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.6% | +4.6% |
| 7D | +1.5% | -1.6% | +3.1% | +3.8% |
| 30D | -8.3% | -2.5% | -5.8% | -4.8% |
| 3M | -21.7% | -1.3% | -20.4% | -19.8% |
| 6M | -11.9% | +3.1% | -15.0% | -14.6% |
| YTD | +11.3% | +10.9% | +0.4% | -1.4% |
| 1Y | +20.8% | +12.1% | +8.7% | +6.1% |
| 3Y | +121.1% | +73.9% | +47.2% | +19.0% |
| 5Y | -82.2% | +58.0% | -140.2% | -89.1% |
| All | -98.1% | +134.1% | -232.2% | -99.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling