-95.6%
SLMT vs VT
+74.1%
-169.8%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.6% | -0.2% | -3.0% |
| 7D | +2.4% | +0.4% | +2.1% | +2.2% |
| 30D | -3.8% | -2.6% | -1.2% | +2.7% |
| 3M | -27.0% | -3.2% | -23.7% | -20.0% |
| 6M | -54.3% | +0.9% | -55.2% | -53.8% |
| YTD | -84.2% | +11.3% | -95.5% | -86.2% |
| 1Y | -96.1% | +14.0% | -110.1% | -96.6% |
| 3Y | -95.6% | +75.8% | -171.5% | -97.6% |
| All | -95.6% | +74.1% | -169.8% | -97.6% |
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