-99.4%
SLMT vs VT
+75.6%
-175.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.4% | -4.1% | -7.3% | -3.9% |
| 7D | -15.3% | -4.2% | -11.1% | -7.7% |
| 30D | -26.5% | -5.8% | -20.7% | -17.0% |
| 3M | -31.9% | -5.2% | -26.7% | -23.1% |
| 6M | -60.4% | +0.1% | -60.5% | -59.3% |
| YTD | -84.6% | +8.2% | -92.8% | -85.5% |
| 1Y | -96.1% | +10.1% | -106.3% | -96.3% |
| 3Y | -95.4% | +69.7% | -165.0% | -96.9% |
| All | -99.4% | +75.6% | -175.0% | -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 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