+37.2%
SLQD vs VT
+275.4%
-238.2%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | 0.0% | +0.4% | -0.4% | 0.0% |
| 30D | 0.0% | +1.0% | -0.9% | 0.0% |
| 3M | +0.5% | +2.4% | -1.9% | +0.4% |
| 6M | +0.7% | +12.0% | -11.3% | +0.2% |
| YTD | +1.4% | +15.3% | -13.9% | +0.7% |
| 1Y | +2.9% | +22.6% | -19.7% | +1.9% |
| 3Y | +16.9% | +74.7% | -57.8% | +13.8% |
| 5Y | +13.7% | +66.1% | -52.5% | +10.6% |
| 10Y | +29.7% | +225.0% | -195.3% | +23.4% |
| All | +37.2% | +275.4% | -238.2% | +30.4% |
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