+67.0%
SLMBP price history and return analytics
+53.4%
+13.6%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.8% | -3.6% |
| 7D | -0.9% | -2.3% | +1.4% | -0.5% |
| 30D | -6.9% | -5.0% | -1.9% | -5.8% |
| 3M | -7.0% | -4.9% | -2.1% | -6.0% |
| 6M | -4.5% | -1.5% | -2.9% | -4.3% |
| YTD | -0.4% | +8.5% | -8.9% | -2.4% |
| 1Y | -1.9% | +11.4% | -13.3% | -4.5% |
| 3Y | +34.3% | +70.1% | -35.8% | +17.0% |
| All | +67.0% | +53.4% | +13.6% | +49.2% |
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