-95.2%
SLMT vs VT
+74.0%
-169.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.5% |
| 7D | +9.4% | +2.4% | +7.0% | +4.3% |
| 30D | +6.4% | -1.5% | +7.9% | +11.3% |
| 3M | -20.9% | -4.1% | -16.7% | -11.5% |
| 6M | -43.6% | +0.6% | -44.2% | -42.5% |
| YTD | -83.2% | +11.0% | -94.2% | -85.2% |
| 1Y | -95.4% | +13.3% | -108.7% | -95.9% |
| 3Y | -95.2% | +73.4% | -168.6% | -97.6% |
| All | -95.2% | +74.0% | -169.2% | -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