+29.0%
SLDE vs VT
+28.4%
+0.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.4% | -1.2% |
| 7D | -4.5% | -0.7% | -3.8% | -4.6% |
| 30D | +2.0% | -1.7% | +3.7% | +2.0% |
| 3M | +26.7% | -2.3% | +29.0% | +26.7% |
| 6M | +40.8% | +1.5% | +39.2% | +40.2% |
| YTD | +34.1% | +12.0% | +22.1% | +28.4% |
| 1Y | +56.0% | +12.9% | +43.1% | +47.6% |
| All | +29.0% | +28.4% | +0.6% | +30.7% |
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