-80.7%
SLDP price history and return analytics
+70.8%
-151.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.6% | -5.4% | -7.7% |
| 7D | -2.0% | +0.4% | -2.4% | -2.5% |
| 30D | -19.1% | -2.6% | -16.5% | -14.6% |
| 3M | -17.2% | -3.2% | -13.9% | -11.3% |
| 6M | -37.2% | +0.9% | -38.2% | -36.8% |
| YTD | -54.6% | +11.3% | -65.9% | -61.2% |
| 1Y | -71.9% | +14.0% | -85.9% | -76.8% |
| 3Y | +36.9% | +75.8% | -39.0% | -42.4% |
| 5Y | -83.8% | +57.8% | -141.6% | -91.6% |
| All | -80.7% | +70.8% | -151.5% | -90.0% |
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