+161.1%
SLMBP price history and return analytics
+224.4%
-63.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | -0.3% |
| 7D | -5.4% | -0.7% | -4.7% | -5.2% |
| 30D | -8.4% | -1.7% | -6.6% | -7.6% |
| 3M | -8.6% | -2.3% | -6.3% | -7.6% |
| 6M | -6.6% | +1.5% | -8.1% | -7.7% |
| YTD | -2.4% | +12.0% | -14.4% | -8.9% |
| 1Y | -4.5% | +12.9% | -17.3% | -11.2% |
| 3Y | +27.8% | +74.9% | -47.1% | -9.4% |
| 5Y | +67.6% | +59.9% | +7.7% | +25.0% |
| 10Y | +161.1% | +224.6% | -63.5% | +29.7% |
| All | +161.1% | +224.4% | -63.2% | +29.7% |
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