+415.4%
SLX price history and return analytics
+226.9%
+188.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -1.1% |
| 7D | -2.0% | -2.0% | 0.0% | +0.7% |
| 30D | -0.6% | -1.4% | +0.8% | +1.3% |
| 3M | +4.2% | +4.7% | -0.5% | -2.1% |
| 6M | +17.2% | +11.4% | +5.9% | +1.7% |
| YTD | +28.0% | +13.1% | +15.0% | +8.9% |
| 1Y | +55.1% | +19.0% | +36.1% | +23.4% |
| 3Y | +79.0% | +73.9% | +5.1% | -14.4% |
| 5Y | +116.8% | +65.4% | +51.4% | +11.5% |
| All | +415.4% | +226.9% | +188.5% | -4.2% |
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