+29.7%
SLDE vs VT
+27.5%
+2.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | +0.9% |
| 7D | -4.9% | +0.4% | -5.3% | -4.8% |
| 30D | +4.1% | -2.6% | +6.7% | +4.1% |
| 3M | +24.3% | -3.2% | +27.5% | +24.3% |
| 6M | +42.3% | +0.9% | +41.3% | +41.7% |
| YTD | +34.8% | +11.3% | +23.5% | +29.1% |
| 1Y | +58.2% | +14.0% | +44.2% | +49.6% |
| All | +29.7% | +27.5% | +2.2% | +31.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling