+22.2%
SLDE vs VT
+32.1%
-9.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +5.1% | +0.4% | +4.6% | +5.0% |
| 30D | +19.3% | +1.0% | +18.4% | +19.3% |
| 3M | +54.4% | +2.4% | +52.0% | +55.0% |
| 6M | +27.5% | +12.0% | +15.5% | +22.9% |
| YTD | +27.1% | +15.3% | +11.7% | +21.6% |
| 1Y | +78.8% | +22.6% | +56.2% | +70.8% |
| All | +22.2% | +32.1% | -9.9% | +23.8% |
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