-97.8%
SLDB price history and return analytics
+136.4%
-234.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.1% | +4.9% | +4.4% |
| 7D | +16.6% | -0.7% | +17.3% | +17.9% |
| 30D | +13.3% | -1.7% | +15.0% | +16.7% |
| 3M | -14.1% | -2.3% | -11.8% | -10.7% |
| 6M | -1.0% | +1.5% | -2.6% | -1.8% |
| YTD | +34.8% | +12.0% | +22.7% | +18.0% |
| 1Y | +67.8% | +12.9% | +54.9% | +46.2% |
| 3Y | +243.9% | +74.9% | +168.9% | +83.3% |
| 5Y | -76.5% | +59.9% | -136.5% | -85.8% |
| All | -97.8% | +136.4% | -234.2% | -99.2% |
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