-99.2%
SLMT price history and return analytics
+86.2%
-185.4%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.7% |
| 7D | -5.3% | +1.0% | -6.3% | -6.8% |
| 30D | -6.2% | -0.2% | -6.0% | -5.6% |
| 3M | -24.4% | +4.5% | -28.9% | -30.0% |
| 6M | -65.4% | +14.1% | -79.4% | -71.8% |
| YTD | -79.7% | +14.8% | -94.5% | -83.2% |
| 1Y | -93.6% | +21.2% | -114.8% | -94.8% |
| 3Y | -97.3% | +76.6% | -173.8% | -98.3% |
| All | -99.2% | +86.2% | -185.4% | -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 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