-100.0%
SLE price history and return analytics
+143.2%
-243.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.0% | +2.0% |
| 7D | -3.9% | -2.3% | -1.6% | -1.6% |
| 30D | -9.3% | -5.0% | -4.4% | -4.6% |
| 3M | +55.8% | -4.9% | +60.7% | +62.6% |
| 6M | +6.5% | -1.5% | +8.1% | +6.3% |
| YTD | -41.1% | +8.5% | -49.6% | -46.8% |
| 1Y | -69.3% | +11.4% | -80.6% | -73.0% |
| 3Y | -99.3% | +70.1% | -169.3% | -99.6% |
| 5Y | -100.0% | +53.7% | -153.7% | -100.0% |
| All | -100.0% | +143.2% | -243.2% | -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 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