+34.8%
SLI vs VT
+155.7%
-120.9%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -5.1% | +0.4% | -5.5% | -5.7% |
| 30D | +7.6% | +1.0% | +6.6% | +6.1% |
| 3M | -37.3% | +2.4% | -39.7% | -38.9% |
| 6M | -45.6% | +12.0% | -57.6% | -53.5% |
| YTD | -45.9% | +15.3% | -61.2% | -55.3% |
| 1Y | -15.7% | +22.6% | -38.3% | -36.6% |
| 3Y | -28.0% | +74.7% | -102.6% | -67.1% |
| 5Y | -64.3% | +66.1% | -130.4% | -81.3% |
| All | +34.8% | +155.7% | -120.9% | -50.9% |
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 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