+50.7%
SLF price history and return analytics
+53.4%
-2.7%
-30.8%
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% | -2.8% |
| 7D | -11.6% | -2.3% | -9.3% | -9.8% |
| 30D | -5.7% | -5.0% | -0.7% | -1.8% |
| 3M | -12.3% | -4.9% | -7.5% | -8.9% |
| 6M | -0.3% | -1.5% | +1.2% | +0.7% |
| YTD | +18.0% | +8.5% | +9.5% | +10.5% |
| 1Y | +24.6% | +11.4% | +13.2% | +14.2% |
| 3Y | +66.2% | +70.1% | -3.8% | +6.5% |
| All | +50.7% | +53.4% | -2.7% | +1.2% |
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