-24.8%
SLI price history and return analytics
+77.9%
-102.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -5.1% | +0.4% | -5.5% | -5.9% |
| 30D | +7.6% | +1.0% | +6.6% | +5.8% |
| 3M | -37.3% | +2.4% | -39.7% | -39.4% |
| 6M | -45.6% | +12.0% | -57.6% | -54.9% |
| YTD | -45.9% | +15.3% | -61.2% | -56.9% |
| 1Y | -15.7% | +22.6% | -38.3% | -39.7% |
| All | -24.8% | +77.9% | -102.7% | -74.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling