-31.9%
SLSR vs VT
+53.2%
-85.1%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.1% | +0.5% | +3.1% |
| 7D | +1.9% | -4.2% | +6.1% | +9.3% |
| 30D | -1.7% | -5.8% | +4.1% | +8.6% |
| 3M | -12.4% | -5.2% | -7.1% | -3.9% |
| 6M | -27.6% | +0.1% | -27.7% | -26.1% |
| YTD | -12.0% | +8.2% | -20.3% | -19.4% |
| 1Y | +10.6% | +10.1% | +0.4% | -1.2% |
| 3Y | +84.5% | +69.7% | +14.8% | -13.0% |
| 5Y | -31.9% | +53.4% | -85.3% | -67.2% |
| All | -31.9% | +53.2% | -85.1% | -67.2% |
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