+216.7%
SLDB price history and return analytics
+74.0%
+142.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -1.7% |
| 7D | +3.8% | +2.4% | +1.4% | -0.8% |
| 30D | +25.2% | -1.5% | +26.7% | +29.9% |
| 3M | -24.7% | -4.1% | -20.5% | -17.1% |
| 6M | -7.3% | +0.6% | -7.9% | -7.2% |
| YTD | +21.3% | +11.0% | +10.2% | -1.0% |
| 1Y | +59.1% | +13.3% | +45.7% | +24.7% |
| 3Y | +216.7% | +73.4% | +143.3% | +29.7% |
| All | +216.7% | +74.0% | +142.6% | +29.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling