+268.8%
SLF price history and return analytics
+345.0%
-76.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -4.1% | -6.3% | -6.0% |
| 7D | -10.2% | -4.2% | -6.0% | -5.8% |
| 30D | -5.5% | -5.8% | +0.3% | +1.0% |
| 3M | -9.5% | -5.2% | -4.2% | -4.0% |
| 6M | +2.2% | +0.1% | +2.1% | +1.7% |
| YTD | +21.2% | +8.2% | +12.9% | +10.4% |
| 1Y | +22.6% | +10.1% | +12.5% | +9.5% |
| 3Y | +69.7% | +69.7% | +0.1% | -7.0% |
| 5Y | +56.6% | +53.4% | +3.3% | -5.2% |
| 10Y | +220.6% | +219.2% | +1.4% | -15.6% |
| All | +268.8% | +345.0% | -76.2% | -37.7% |
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