+712.4%
SLS price history and return analytics
+69.4%
+643.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -4.1% | -9.7% | -8.5% |
| 7D | -22.4% | -4.2% | -18.3% | -17.5% |
| 30D | -30.5% | -5.8% | -24.7% | -24.3% |
| 3M | -33.6% | -5.2% | -28.3% | -28.1% |
| 6M | +61.8% | +0.1% | +61.7% | +65.9% |
| YTD | +109.0% | +8.2% | +100.8% | +98.7% |
| 1Y | +369.0% | +10.1% | +358.9% | +339.4% |
| All | +712.4% | +69.4% | +643.0% | +324.6% |
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