+33.7%
SLJY vs VT
+16.1%
+17.7%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.4% |
| 7D | +9.3% | -2.3% | +11.6% | +13.8% |
| 30D | -4.8% | -5.0% | +0.1% | +5.0% |
| 3M | -7.0% | -4.9% | -2.2% | +2.7% |
| 6M | -15.4% | -1.5% | -13.8% | -11.6% |
| YTD | -6.7% | +8.5% | -15.2% | -15.4% |
| 1Y | +19.8% | +11.4% | +8.4% | +5.5% |
| All | +33.7% | +16.1% | +17.7% | +17.1% |
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