+9.4%
SLG vs VT
+66.2%
-56.7%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -3.4% | +0.4% | -3.9% | -4.0% |
| 30D | +1.3% | +1.0% | +0.4% | 0.0% |
| 3M | +19.3% | +2.4% | +16.9% | +14.7% |
| 6M | +39.6% | +12.0% | +27.6% | +18.4% |
| YTD | +24.7% | +15.3% | +9.4% | +1.1% |
| 1Y | -3.0% | +22.6% | -25.6% | -28.1% |
| 3Y | +66.7% | +74.7% | -8.0% | -24.8% |
| All | +9.4% | +66.2% | -56.7% | -46.9% |
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