-53.2%
SLGL vs VT
+137.6%
-190.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -6.4% | -1.6% | -4.8% | -5.4% |
| 30D | -11.4% | -2.5% | -8.9% | -9.8% |
| 3M | -22.2% | -1.3% | -20.9% | -21.4% |
| 6M | -15.6% | +3.1% | -18.7% | -17.4% |
| YTD | +51.4% | +10.9% | +40.5% | +40.4% |
| 1Y | +79.7% | +12.1% | +67.7% | +65.6% |
| 3Y | +359.1% | +73.9% | +285.2% | +208.8% |
| 5Y | -29.7% | +58.0% | -87.7% | -49.7% |
| All | -53.2% | +137.6% | -190.8% | -74.8% |
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