+233.5%
SLSR vs VT
+118.2%
+115.3%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.3% | +2.3% |
| 7D | +4.9% | -0.3% | +5.2% | +5.6% |
| 30D | +2.1% | -1.4% | +3.5% | +4.8% |
| 3M | -9.8% | -1.4% | -8.4% | -7.2% |
| 6M | -25.1% | +5.5% | -30.5% | -29.6% |
| YTD | -8.8% | +12.8% | -21.6% | -21.9% |
| 1Y | +16.9% | +15.4% | +1.5% | -3.2% |
| 3Y | +91.3% | +76.9% | +14.4% | -16.4% |
| 5Y | -32.1% | +60.4% | -92.5% | -66.2% |
| All | +233.5% | +118.2% | +115.3% | +4.9% |
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