-95.4%
SLQT price history and return analytics
+59.8%
-155.2%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +1.1% | +9.8% | +8.2% |
| 7D | +3.3% | -0.7% | +4.0% | +6.3% |
| 30D | +43.6% | -1.7% | +45.4% | +53.0% |
| 3M | -26.5% | -2.3% | -24.2% | -21.8% |
| 6M | -51.2% | +1.5% | -52.8% | -52.1% |
| YTD | -64.0% | +12.0% | -76.1% | -71.3% |
| 1Y | -68.3% | +12.9% | -81.2% | -75.1% |
| 3Y | -59.8% | +74.9% | -134.7% | -89.3% |
| 5Y | -95.4% | +59.9% | -155.3% | -98.5% |
| All | -95.4% | +59.8% | -155.2% | -98.5% |
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