+738.2%
SLNHP vs VT
+75.0%
+663.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +5.1% | +0.4% | +4.7% | +5.0% |
| 30D | +14.1% | +1.0% | +13.1% | +13.8% |
| 3M | +18.7% | +2.4% | +16.4% | +18.0% |
| 6M | +35.5% | +12.0% | +23.5% | +31.4% |
| YTD | +34.8% | +15.3% | +19.5% | +30.3% |
| 1Y | +420.0% | +22.6% | +397.4% | +402.8% |
| All | +738.2% | +75.0% | +663.2% | +812.7% |
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