+56.7%
SFLO price history and return analytics
+63.2%
-6.5%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.8% |
| 7D | -4.3% | -2.0% | -2.3% | -2.3% |
| 30D | -0.4% | -1.4% | +1.0% | +1.0% |
| 3M | +16.1% | +4.7% | +11.3% | +10.3% |
| 6M | +30.3% | +11.4% | +19.0% | +15.4% |
| YTD | +31.7% | +13.1% | +18.6% | +14.5% |
| 1Y | +33.9% | +19.0% | +14.9% | +9.6% |
| All | +56.7% | +63.2% | -6.5% | -9.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling