-18.6%
SLTY vs VT
+19.7%
-38.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.2% |
| 7D | -1.7% | -1.6% | -0.1% | -2.8% |
| 30D | -3.5% | -2.5% | -1.0% | -5.1% |
| 3M | -1.5% | -1.3% | -0.2% | -2.3% |
| 6M | -3.6% | +3.1% | -6.7% | -0.6% |
| YTD | -7.3% | +10.9% | -18.3% | +3.4% |
| 1Y | -5.3% | +12.1% | -17.3% | +7.3% |
| All | -18.6% | +19.7% | -38.3% | -0.2% |
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 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