+306.4%
SLF price history and return analytics
+374.2%
-67.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +2.8% | +0.4% | +2.4% | +2.3% |
| 30D | -0.2% | +1.0% | -1.2% | -1.3% |
| 3M | +12.0% | +2.4% | +9.6% | +8.6% |
| 6M | +25.9% | +12.0% | +13.9% | +10.7% |
| YTD | +33.5% | +15.3% | +18.2% | +13.5% |
| 1Y | +44.1% | +22.6% | +21.6% | +14.4% |
| 3Y | +83.3% | +74.7% | +8.6% | -2.6% |
| 5Y | +89.7% | +66.1% | +23.6% | +5.0% |
| 10Y | +268.2% | +225.0% | +43.2% | -4.8% |
| All | +306.4% | +374.2% | -67.8% | -35.9% |
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