+33.7%
SLI price history and return analytics
+154.4%
-120.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.1% |
| 7D | -3.6% | +1.0% | -4.6% | -5.1% |
| 30D | +1.3% | -0.2% | +1.5% | +1.8% |
| 3M | -29.8% | +4.5% | -34.4% | -34.0% |
| 6M | -44.2% | +14.1% | -58.2% | -53.6% |
| YTD | -46.3% | +14.8% | -61.1% | -55.4% |
| 1Y | -18.6% | +21.2% | -39.8% | -37.7% |
| 3Y | -24.3% | +76.6% | -100.9% | -65.9% |
| 5Y | -60.7% | +66.6% | -127.3% | -79.5% |
| All | +33.7% | +154.4% | -120.7% | -51.0% |
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