-61.1%
SLQT price history and return analytics
+74.2%
-135.3%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.6% | -5.5% | -4.9% |
| 7D | -5.1% | -0.1% | -5.0% | -4.8% |
| 30D | -28.2% | -0.7% | -27.5% | -27.6% |
| 3M | -41.1% | +4.0% | -45.1% | -45.7% |
| 6M | -33.8% | +12.3% | -46.1% | -46.4% |
| YTD | -64.4% | +14.0% | -78.4% | -71.5% |
| 1Y | -75.3% | +20.3% | -95.6% | -81.9% |
| All | -61.1% | +74.2% | -135.3% | -85.8% |
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