+36.7%
SLQD price history and return analytics
+260.6%
-223.9%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | +0.2% | -3.1% | +3.3% | +0.4% |
| 3M | -0.2% | -3.5% | +3.3% | -0.1% |
| 6M | +0.2% | +0.5% | -0.2% | +0.2% |
| YTD | +1.1% | +10.8% | -9.7% | +0.6% |
| 1Y | +1.8% | +11.9% | -10.1% | +1.3% |
| 3Y | +16.0% | +73.0% | -57.0% | +13.0% |
| 5Y | +14.1% | +58.6% | -44.5% | +11.3% |
| 10Y | +30.0% | +219.2% | -189.2% | +23.9% |
| All | +36.7% | +260.6% | -223.9% | +30.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling