-99.4%
SLMT vs VT
+76.0%
-175.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.4% |
| 7D | -9.1% | -2.3% | -6.8% | -4.6% |
| 30D | -17.7% | -5.0% | -12.8% | -8.7% |
| 3M | -29.6% | -4.9% | -24.7% | -21.1% |
| 6M | -58.3% | -1.5% | -56.7% | -55.8% |
| YTD | -84.6% | +8.5% | -93.1% | -85.6% |
| 1Y | -95.8% | +11.4% | -107.1% | -96.0% |
| 3Y | -95.7% | +70.1% | -165.8% | -97.1% |
| All | -99.4% | +76.0% | -175.4% | -99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling