-99.2%
SLMT price history and return analytics
+85.0%
-184.3%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.7% | -1.3% |
| 7D | -2.6% | -0.1% | -2.5% | -2.3% |
| 30D | -7.0% | -0.7% | -6.4% | -5.7% |
| 3M | -26.1% | +4.0% | -30.1% | -31.0% |
| 6M | -68.1% | +12.3% | -80.4% | -73.4% |
| YTD | -80.2% | +14.0% | -94.2% | -83.4% |
| 1Y | -93.8% | +20.3% | -114.1% | -94.9% |
| 3Y | -97.3% | +75.4% | -172.8% | -98.4% |
| All | -99.2% | +85.0% | -184.3% | -99.5% |
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