+63.2%
SLJY price history and return analytics
+22.0%
+41.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +2.1% |
| 7D | +1.4% | -0.1% | +1.6% | +1.7% |
| 30D | +5.8% | -0.7% | +6.5% | +7.4% |
| 3M | +19.7% | +4.0% | +15.7% | +11.3% |
| 6M | -6.6% | +12.3% | -18.9% | -23.1% |
| YTD | +13.8% | +14.0% | -0.2% | -6.3% |
| 1Y | +47.6% | +20.3% | +27.3% | +17.3% |
| All | +63.2% | +22.0% | +41.2% | +29.6% |
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