-54.2%
SLQT vs VT
+77.9%
-132.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.4% |
| 7D | +3.1% | +0.4% | +2.6% | +2.2% |
| 30D | -22.4% | +1.0% | -23.4% | -24.4% |
| 3M | -46.2% | +2.4% | -48.6% | -48.6% |
| 6M | -32.5% | +12.0% | -44.5% | -45.3% |
| YTD | -62.0% | +15.3% | -77.3% | -70.3% |
| 1Y | -74.7% | +22.6% | -97.3% | -82.2% |
| All | -54.2% | +77.9% | -132.1% | -83.6% |
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