-98.0%
SLQT vs VT
+158.2%
-256.2%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.4% |
| 7D | +3.1% | +0.4% | +2.6% | +2.1% |
| 30D | -22.4% | +1.0% | -23.4% | -24.6% |
| 3M | -46.2% | +2.4% | -48.6% | -48.8% |
| 6M | -32.5% | +12.0% | -44.5% | -46.6% |
| YTD | -62.0% | +15.3% | -77.3% | -71.3% |
| 1Y | -74.7% | +22.6% | -97.3% | -83.2% |
| 3Y | -56.8% | +74.7% | -131.4% | -86.6% |
| 5Y | -95.6% | +66.1% | -161.7% | -98.4% |
| All | -98.0% | +158.2% | -256.2% | -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