+75.5%
SLVO vs VT
+53.4%
+22.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +5.1% | -2.3% | +7.4% | +6.5% |
| 30D | -11.4% | -5.0% | -6.4% | -8.6% |
| 3M | -10.7% | -4.9% | -5.8% | -7.9% |
| 6M | -20.6% | -1.5% | -19.1% | -19.4% |
| YTD | -10.2% | +8.5% | -18.7% | -12.9% |
| 1Y | +4.6% | +11.4% | -6.8% | +0.3% |
| 3Y | +90.0% | +70.1% | +20.0% | +52.3% |
| All | +75.5% | +53.4% | +22.1% | +40.8% |
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