+112.2%
SLX vs VT
+53.2%
+59.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.1% | +0.6% | +1.3% |
| 7D | -5.0% | -4.2% | -0.8% | -0.1% |
| 30D | -8.4% | -5.8% | -2.6% | -1.7% |
| 3M | -12.5% | -5.2% | -7.3% | -6.7% |
| 6M | -8.1% | +0.1% | -8.2% | -8.2% |
| YTD | +13.4% | +8.2% | +5.2% | +3.6% |
| 1Y | +26.7% | +10.1% | +16.6% | +13.4% |
| 3Y | +58.7% | +69.7% | -11.0% | -13.4% |
| 5Y | +112.2% | +53.4% | +58.8% | +28.1% |
| All | +112.2% | +53.2% | +59.0% | +28.1% |
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