-91.3%
SLGB vs VT
+18.5%
-109.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | 0.0% | +7.2% | +7.2% |
| 7D | -11.0% | +0.4% | -11.5% | -11.6% |
| 30D | -15.3% | +1.0% | -16.2% | -16.5% |
| 3M | -6.3% | +2.4% | -8.7% | -10.6% |
| 6M | -60.3% | +12.0% | -72.3% | -64.9% |
| YTD | -63.1% | +15.3% | -78.5% | -65.9% |
| All | -91.3% | +18.5% | -109.8% | -91.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling