+257.9%
SLX price history and return analytics
+221.8%
+36.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.3% |
| 7D | +1.0% | +2.4% | -1.3% | -2.0% |
| 30D | -5.1% | -1.5% | -3.6% | -3.2% |
| 3M | -10.3% | -4.1% | -6.2% | -5.2% |
| 6M | -11.4% | +0.6% | -11.9% | -12.1% |
| YTD | +14.6% | +11.0% | +3.6% | -0.1% |
| 1Y | +25.3% | +13.3% | +12.0% | +6.3% |
| 3Y | +61.2% | +73.4% | -12.2% | -22.5% |
| 5Y | +110.5% | +57.4% | +53.1% | +16.2% |
| All | +257.9% | +221.8% | +36.1% | -32.2% |
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