-18.3%
SLTY price history and return analytics
+17.0%
-35.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.8% |
| 7D | -0.6% | -2.3% | +1.7% | -2.0% |
| 30D | -3.7% | -5.0% | +1.2% | -6.9% |
| 3M | -1.2% | -4.9% | +3.7% | -4.3% |
| 6M | -2.4% | -1.5% | -0.9% | -2.8% |
| YTD | -7.0% | +8.5% | -15.5% | +2.4% |
| 1Y | -8.4% | +11.4% | -19.8% | +4.6% |
| All | -18.3% | +17.0% | -35.3% | -1.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling