+64.2%
SLDP vs VT
+76.6%
-12.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +1.7% | +9.1% | +7.0% |
| 7D | +9.8% | -0.3% | +10.1% | +10.8% |
| 30D | -2.2% | -1.4% | -0.7% | +1.5% |
| 3M | -2.2% | -1.4% | -0.8% | +1.8% |
| 6M | -35.0% | +5.5% | -40.4% | -40.5% |
| YTD | -47.1% | +12.8% | -59.9% | -57.5% |
| 1Y | -59.9% | +15.4% | -75.4% | -68.9% |
| All | +64.2% | +76.6% | -12.3% | -59.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling