+181.1%
SLF price history and return analytics
+217.6%
-36.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | -8.6% | -0.1% | -8.5% | -8.2% |
| 30D | -4.5% | -3.1% | -1.4% | -1.4% |
| 3M | -10.2% | -3.5% | -6.7% | -7.0% |
| 6M | +6.9% | +0.5% | +6.5% | +6.2% |
| YTD | +21.3% | +10.8% | +10.5% | +9.5% |
| 1Y | +30.3% | +11.9% | +18.4% | +16.3% |
| 3Y | +71.3% | +73.0% | -1.7% | -1.9% |
| 5Y | +58.1% | +58.6% | -0.5% | -1.7% |
| 10Y | +181.1% | +219.2% | -38.1% | -17.6% |
| All | +181.1% | +217.6% | -36.6% | -17.6% |
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