-96.2%
SLQT price history and return analytics
+65.7%
-161.9%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.6% | -5.5% | -4.6% |
| 7D | -5.1% | -0.1% | -5.0% | -4.7% |
| 30D | -28.2% | -0.7% | -27.5% | -27.5% |
| 3M | -41.1% | +4.0% | -45.1% | -46.6% |
| 6M | -33.8% | +12.3% | -46.1% | -49.0% |
| YTD | -64.4% | +14.0% | -78.4% | -73.1% |
| 1Y | -75.3% | +20.3% | -95.6% | -83.4% |
| 3Y | -56.3% | +75.4% | -131.8% | -88.5% |
| 5Y | -96.2% | +66.0% | -162.1% | -98.8% |
| All | -96.2% | +65.7% | -161.9% | -98.8% |
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 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