-98.1%
SLDB price history and return analytics
+128.9%
-227.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.3% |
| 7D | +6.3% | -2.3% | +8.6% | +9.9% |
| 30D | -3.8% | -5.0% | +1.2% | +3.5% |
| 3M | -24.3% | -4.9% | -19.5% | -18.6% |
| 6M | -8.5% | -1.5% | -6.9% | -5.4% |
| YTD | +16.8% | +8.5% | +8.4% | +6.8% |
| 1Y | +56.3% | +11.4% | +45.0% | +38.7% |
| 3Y | +139.6% | +70.1% | +69.6% | +33.0% |
| 5Y | -81.4% | +53.7% | -135.1% | -88.1% |
| All | -98.1% | +128.9% | -227.0% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling