+29.3%
V vs SLB
+45.4%
-16.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.1% | +4.9% | +3.8% |
| 7D | +9.0% | -4.1% | +13.1% | +9.0% |
| 30D | +18.1% | +2.5% | +15.5% | +18.0% |
| 3M | +18.3% | +2.0% | +16.3% | +18.4% |
| 6M | +34.1% | -6.3% | +40.4% | +34.5% |
| YTD | +25.2% | +36.5% | -11.3% | +22.8% |
| 1Y | +29.3% | +46.2% | -16.9% | +26.3% |
| All | +29.3% | +45.4% | -16.1% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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