+14.2%
SLQD vs VT
+53.4%
-39.2%
-7.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | -0.1% |
| 7D | -0.1% | -2.3% | +2.2% | 0.0% |
| 30D | +0.5% | -5.0% | +5.5% | +0.8% |
| 3M | +0.1% | -4.9% | +5.0% | +0.3% |
| 6M | +0.5% | -1.5% | +2.1% | +0.6% |
| YTD | +1.4% | +8.5% | -7.1% | +0.8% |
| 1Y | +2.2% | +11.4% | -9.2% | +1.5% |
| 3Y | +16.4% | +70.1% | -53.6% | +12.5% |
| All | +14.2% | +53.4% | -39.2% | +9.7% |
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 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