-98.0%
SLDB price history and return analytics
+134.3%
-232.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -1.9% |
| 7D | +3.8% | +2.4% | +1.4% | +0.8% |
| 30D | +25.2% | -1.5% | +26.7% | +28.5% |
| 3M | -24.7% | -4.1% | -20.5% | -19.6% |
| 6M | -7.3% | +0.6% | -7.9% | -6.7% |
| YTD | +21.3% | +11.0% | +10.2% | +7.6% |
| 1Y | +59.1% | +13.3% | +45.7% | +37.7% |
| 3Y | +216.7% | +73.4% | +143.3% | +71.0% |
| 5Y | -78.8% | +57.4% | -136.2% | -86.9% |
| All | -98.0% | +134.3% | -232.3% | -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