+133.6%
SLVP vs VT
+53.4%
+80.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.7% |
| 7D | +10.3% | -2.3% | +12.6% | +13.6% |
| 30D | -5.5% | -5.0% | -0.5% | +1.1% |
| 3M | -5.8% | -4.9% | -0.9% | +1.1% |
| 6M | -14.0% | -1.5% | -12.4% | -10.5% |
| YTD | -6.4% | +8.5% | -14.9% | -11.6% |
| 1Y | +28.1% | +11.4% | +16.7% | +18.0% |
| 3Y | +264.8% | +70.1% | +194.7% | +118.9% |
| All | +133.6% | +53.4% | +80.2% | +42.1% |
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