-59.1%
SLQT price history and return analytics
+75.6%
-134.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +1.1% | +9.8% | +8.5% |
| 7D | +3.3% | -0.7% | +4.0% | +6.2% |
| 30D | +43.6% | -1.7% | +45.4% | +52.1% |
| 3M | -26.5% | -2.3% | -24.2% | -22.2% |
| 6M | -51.2% | +1.5% | -52.8% | -51.7% |
| YTD | -64.0% | +12.0% | -76.1% | -69.9% |
| 1Y | -68.3% | +12.9% | -81.2% | -73.9% |
| All | -59.1% | +75.6% | -134.7% | -89.1% |
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