-95.5%
SLMT vs VT
+13.3%
-108.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.1% | +10.0% | +6.9% |
| 7D | +1.5% | -0.7% | +2.2% | +4.7% |
| 30D | +4.1% | -1.7% | +5.9% | +12.8% |
| 3M | -15.6% | -2.3% | -13.3% | -4.9% |
| 6M | -49.1% | +1.5% | -50.6% | -51.8% |
| YTD | -82.4% | +12.0% | -94.4% | -89.8% |
| 1Y | -95.5% | +12.9% | -108.4% | -97.2% |
| All | -95.5% | +13.3% | -108.8% | -97.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling