-97.9%
SLDB price history and return analytics
+135.0%
-232.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.6% | -7.3% | -7.1% |
| 7D | +13.3% | +2.9% | +10.4% | +9.2% |
| 30D | +20.3% | -2.5% | +22.8% | +25.3% |
| 3M | -22.8% | -3.3% | -19.4% | -18.5% |
| 6M | -9.3% | +1.5% | -10.9% | -10.0% |
| YTD | +24.1% | +11.4% | +12.8% | +9.7% |
| 1Y | +47.7% | +11.9% | +35.8% | +30.2% |
| 3Y | +216.7% | +73.9% | +142.9% | +70.4% |
| 5Y | -78.3% | +57.9% | -136.2% | -86.6% |
| All | -97.9% | +135.0% | -232.9% | -99.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling