-97.0%
SLDB vs VT
+143.4%
-240.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +4.9% | +0.4% | +4.5% | +4.3% |
| 30D | +17.4% | +1.0% | +16.4% | +16.0% |
| 3M | +41.6% | +2.4% | +39.2% | +37.8% |
| 6M | +66.9% | +12.0% | +54.9% | +45.0% |
| YTD | +81.7% | +15.3% | +66.4% | +52.1% |
| 1Y | +84.4% | +22.6% | +61.8% | +43.4% |
| 3Y | +183.1% | +74.7% | +108.5% | +50.8% |
| 5Y | -75.6% | +66.1% | -141.7% | -86.0% |
| All | -97.0% | +143.4% | -240.4% | -99.0% |
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