-39.1%
SLNHP vs VT
+73.3%
-112.4%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +5.1% | +0.4% | +4.7% | +4.9% |
| 30D | +14.1% | +1.0% | +13.1% | +13.5% |
| 3M | +18.7% | +2.4% | +16.4% | +17.0% |
| 6M | +35.5% | +12.0% | +23.5% | +27.2% |
| YTD | +34.8% | +15.3% | +19.5% | +24.5% |
| 1Y | +420.0% | +22.6% | +397.4% | +367.5% |
| 3Y | +749.3% | +74.7% | +674.7% | +507.5% |
| 5Y | -41.0% | +66.1% | -107.2% | -59.8% |
| All | -39.1% | +73.3% | -112.4% | -58.7% |
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 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