+27.1%
V vs SLB
+39.9%
-12.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.1% |
| 7D | -0.8% | -3.7% | +2.9% | -0.8% |
| 30D | +9.5% | +2.9% | +6.6% | +9.4% |
| 3M | +16.7% | +0.2% | +16.5% | +16.8% |
| 6M | +32.9% | -4.4% | +37.4% | +33.2% |
| YTD | +21.1% | +33.4% | -12.3% | +18.9% |
| All | +27.1% | +39.9% | -12.9% | +24.4% |
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