-48.6%
SLNHP vs VT
+63.0%
-111.6%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.5% | -3.4% |
| 7D | -6.5% | -2.3% | -4.2% | -5.3% |
| 30D | -6.4% | -5.0% | -1.5% | -3.7% |
| 3M | -9.2% | -4.9% | -4.4% | -6.7% |
| 6M | +17.4% | -1.5% | +18.9% | +18.2% |
| YTD | +13.8% | +8.5% | +5.3% | +8.6% |
| 1Y | -2.3% | +11.4% | -13.6% | -7.8% |
| 3Y | +908.4% | +70.1% | +838.4% | +626.8% |
| 5Y | -50.9% | +53.7% | -104.6% | -65.5% |
| All | -48.6% | +63.0% | -111.6% | -64.0% |
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