+6.4%
SSL vs VT
+57.9%
-51.5%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -6.7% | -1.6% | -5.1% | -5.3% |
| 30D | +14.8% | -2.5% | +17.3% | +17.2% |
| 3M | +42.3% | -1.3% | +43.7% | +42.9% |
| 6M | +16.8% | +3.1% | +13.7% | +10.6% |
| YTD | +145.8% | +10.9% | +134.8% | +111.9% |
| 1Y | +150.8% | +12.1% | +138.7% | +113.4% |
| 3Y | +27.2% | +73.9% | -46.7% | -36.7% |
| All | +6.4% | +57.9% | -51.5% | -39.9% |
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