-98.2%
SLQT vs VT
+142.9%
-241.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.1% | +0.2% | +22.8% | +22.6% |
| 7D | +34.5% | -2.3% | +36.8% | +44.8% |
| 30D | +29.7% | -5.0% | +34.7% | +48.7% |
| 3M | -29.6% | -4.9% | -24.7% | -20.4% |
| 6M | -60.0% | -1.5% | -58.5% | -57.5% |
| YTD | -66.0% | +8.5% | -74.4% | -70.0% |
| 1Y | -71.4% | +11.4% | -82.8% | -76.2% |
| 3Y | -62.2% | +70.1% | -132.3% | -87.3% |
| 5Y | -95.5% | +53.7% | -149.3% | -98.1% |
| All | -98.2% | +142.9% | -241.1% | -99.5% |
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