+1.5%
SLN price history and return analytics
+116.6%
-115.2%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.6% |
| 7D | +0.1% | -0.1% | +0.2% | 0.0% |
| 30D | +100.7% | -3.1% | +103.8% | +105.8% |
| 3M | +28.3% | -3.5% | +31.8% | +32.0% |
| 6M | +183.9% | +0.5% | +183.5% | +184.9% |
| YTD | +225.5% | +10.8% | +214.7% | +203.0% |
| 1Y | +211.7% | +11.9% | +199.8% | +187.9% |
| 3Y | +115.1% | +73.0% | +42.1% | +47.1% |
| 5Y | -15.4% | +58.6% | -74.0% | -41.8% |
| All | +1.5% | +116.6% | -115.2% | -36.2% |
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 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