-99.2%
SLMT vs VT
+87.2%
-186.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.7% |
| 7D | -7.7% | +0.4% | -8.1% | -8.3% |
| 30D | -9.0% | +1.0% | -10.0% | -10.3% |
| 3M | -30.4% | +2.4% | -32.8% | -33.1% |
| 6M | -72.1% | +12.0% | -84.1% | -76.6% |
| YTD | -79.4% | +15.3% | -94.7% | -83.1% |
| 1Y | -93.6% | +22.6% | -116.2% | -94.8% |
| 3Y | -97.4% | +74.7% | -172.1% | -98.4% |
| All | -99.2% | +87.2% | -186.4% | -99.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling