-83.8%
SLDP price history and return analytics
+53.4%
-137.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -3.1% |
| 7D | +1.3% | -2.3% | +3.6% | +6.6% |
| 30D | -17.3% | -5.0% | -12.3% | -8.0% |
| 3M | -9.4% | -4.9% | -4.5% | +1.0% |
| 6M | -40.7% | -1.5% | -39.1% | -36.9% |
| YTD | -53.3% | +8.5% | -61.8% | -58.3% |
| 1Y | -70.6% | +11.4% | -82.0% | -74.8% |
| 3Y | +44.9% | +70.1% | -25.2% | -37.8% |
| All | -83.8% | +53.4% | -137.2% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling