+14.9%
VTI vs SLB
+45.4%
-30.5%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.6% |
| 7D | -0.6% | -4.1% | +3.5% | -0.2% |
| 30D | -1.0% | +2.5% | -3.5% | -1.2% |
| 3M | -0.8% | +2.0% | -2.8% | -1.1% |
| 6M | +7.1% | -6.3% | +13.4% | +7.8% |
| YTD | +13.4% | +36.5% | -23.2% | +9.3% |
| 1Y | +14.9% | +46.2% | -31.3% | +9.8% |
| All | +14.9% | +45.4% | -30.5% | +9.8% |
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