+76.5%
SFLR price history and return analytics
+104.7%
-28.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.2% |
| 7D | -0.6% | -1.1% | +0.5% | +0.1% |
| 30D | -0.2% | -1.0% | +0.8% | +0.4% |
| 3M | +2.1% | +3.2% | -1.0% | +0.1% |
| 6M | +6.7% | +12.5% | -5.7% | -1.0% |
| YTD | +5.7% | +14.1% | -8.4% | -2.9% |
| 1Y | +9.6% | +18.9% | -9.3% | -2.0% |
| 3Y | +48.5% | +74.1% | -25.6% | +4.1% |
| All | +76.5% | +104.7% | -28.2% | +10.5% |
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