-47.7%
SLI vs VT
+69.7%
-117.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.3% | +6.2% |
| 7D | +1.4% | -2.3% | +3.7% | +5.7% |
| 30D | -11.5% | -5.0% | -6.6% | -3.2% |
| 3M | -35.7% | -4.9% | -30.8% | -29.7% |
| 6M | -63.8% | -1.5% | -62.2% | -62.4% |
| YTD | -67.3% | +8.5% | -75.8% | -70.7% |
| 1Y | -55.6% | +11.4% | -67.0% | -61.8% |
| 3Y | -47.7% | +70.1% | -117.7% | -80.2% |
| All | -47.7% | +69.7% | -117.4% | -80.2% |
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