-36.3%
SLN vs VT
+66.2%
-102.5%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.3% | -1.3% |
| 7D | +8.7% | +0.4% | +8.3% | +8.2% |
| 30D | +29.8% | +1.0% | +28.8% | +28.5% |
| 3M | +113.0% | +2.4% | +110.6% | +109.2% |
| 6M | +152.4% | +12.0% | +140.4% | +131.3% |
| YTD | +140.0% | +15.3% | +124.6% | +114.2% |
| 1Y | +179.0% | +22.6% | +156.4% | +137.2% |
| 3Y | +71.6% | +74.7% | -3.0% | +11.7% |
| All | -36.3% | +66.2% | -102.5% | -60.8% |
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