+69.5%
SLMBP price history and return analytics
+57.0%
+12.5%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.2% | 0.0% |
| 7D | -2.2% | +2.4% | -4.6% | -2.7% |
| 30D | -7.5% | -1.5% | -6.0% | -7.2% |
| 3M | -8.8% | -4.1% | -4.7% | -8.1% |
| 6M | -7.1% | +0.6% | -7.7% | -7.3% |
| YTD | -2.6% | +11.0% | -13.7% | -5.1% |
| 1Y | -4.2% | +13.3% | -17.6% | -7.1% |
| 3Y | +28.7% | +73.4% | -44.7% | +11.6% |
| All | +69.5% | +57.0% | +12.5% | +51.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling