-100.0%
SLE price history and return analytics
+58.5%
-158.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.6% | -6.4% | -6.2% |
| 7D | -5.9% | +2.9% | -8.8% | -9.2% |
| 30D | -18.6% | -2.5% | -16.1% | -15.6% |
| 3M | +17.5% | -3.3% | +20.8% | +22.0% |
| 6M | -4.3% | +1.5% | -5.9% | -8.8% |
| YTD | -45.9% | +11.4% | -57.2% | -55.2% |
| 1Y | -75.5% | +11.9% | -87.4% | -79.9% |
| 3Y | -99.3% | +73.9% | -173.2% | -99.7% |
| 5Y | -100.0% | +57.9% | -157.9% | -100.0% |
| All | -100.0% | +58.5% | -158.5% | -100.0% |
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