+193.2%
SLMBP price history and return analytics
+222.7%
-29.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.5% |
| 7D | +0.5% | +0.4% | 0.0% | +0.2% |
| 30D | +0.4% | +1.0% | -0.6% | -0.2% |
| 3M | +1.4% | +2.4% | -1.0% | -0.1% |
| 6M | +3.7% | +12.0% | -8.3% | -2.8% |
| YTD | +7.5% | +15.3% | -7.9% | -1.0% |
| 1Y | +6.4% | +22.6% | -16.2% | -5.4% |
| 3Y | +57.0% | +74.7% | -17.7% | +12.1% |
| 5Y | +81.9% | +66.1% | +15.8% | +33.1% |
| All | +193.2% | +222.7% | -29.5% | +39.5% |
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