-15.3%
SLI price history and return analytics
+23.4%
-38.7%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | -1.4% |
| 7D | -8.0% | +0.1% | -8.1% | -8.2% |
| 30D | +10.0% | +0.8% | +9.1% | +8.2% |
| 3M | -38.2% | +2.8% | -41.0% | -41.0% |
| 6M | -44.4% | +13.0% | -57.4% | -55.4% |
| YTD | -45.6% | +15.4% | -61.0% | -56.8% |
| All | -15.3% | +23.4% | -38.7% | -28.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling