-96.6%
SLGB vs VT
+14.5%
-111.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.6% | -7.5% | -7.6% |
| 7D | -13.8% | +2.9% | -16.7% | -15.7% |
| 30D | -24.6% | -2.5% | -22.1% | -22.7% |
| 3M | -68.6% | -3.3% | -65.3% | -67.5% |
| 6M | -67.5% | +1.5% | -69.0% | -68.6% |
| YTD | -85.5% | +11.4% | -96.9% | -86.1% |
| 1Y | -91.8% | +11.9% | -103.8% | -91.9% |
| All | -96.6% | +14.5% | -111.0% | -96.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling