-10.9%
SLI price history and return analytics
+146.8%
-157.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.6% | +7.0% | +5.6% |
| 7D | +14.3% | +0.4% | +13.9% | +14.0% |
| 30D | +1.3% | -2.6% | +3.9% | +5.7% |
| 3M | -32.5% | -3.2% | -29.3% | -28.7% |
| 6M | -59.3% | +0.9% | -60.2% | -59.4% |
| YTD | -64.2% | +11.3% | -75.5% | -68.7% |
| 1Y | -52.0% | +14.0% | -66.0% | -59.5% |
| 3Y | -39.6% | +75.8% | -115.5% | -72.8% |
| 5Y | -85.4% | +57.8% | -143.2% | -91.8% |
| All | -10.9% | +146.8% | -157.6% | -65.7% |
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 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