-5.6%
SLVM vs VT
+10.5%
-16.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.1% | +0.2% | +18.8% | +18.9% |
| 7D | +22.1% | -2.3% | +24.5% | +24.1% |
| 30D | +24.0% | -5.0% | +28.9% | +28.2% |
| 3M | +4.2% | -4.9% | +9.1% | +7.9% |
| 6M | -11.1% | -1.5% | -9.6% | -10.5% |
| YTD | -15.6% | +8.5% | -24.1% | -20.8% |
| 1Y | -5.6% | +11.4% | -17.0% | -12.3% |
| All | -5.6% | +10.5% | -16.1% | -12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling