-97.3%
SLMT price history and return analytics
+76.6%
-173.9%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.6% |
| 7D | -5.3% | +1.0% | -6.3% | -7.0% |
| 30D | -6.2% | -0.2% | -6.0% | -5.6% |
| 3M | -24.4% | +4.5% | -28.9% | -30.4% |
| 6M | -65.4% | +14.1% | -79.4% | -72.3% |
| YTD | -79.7% | +14.8% | -94.5% | -83.5% |
| 1Y | -93.6% | +21.2% | -114.8% | -94.9% |
| 3Y | -97.3% | +76.6% | -173.8% | -98.1% |
| All | -97.3% | +76.6% | -173.9% | -98.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling