+481.2%
SLYV price history and return analytics
+345.0%
+136.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.1% | +0.7% | +0.7% |
| 7D | -2.3% | -4.2% | +1.8% | +1.9% |
| 30D | +0.2% | -5.8% | +6.0% | +6.3% |
| 3M | -5.3% | -5.2% | 0.0% | -0.1% |
| 6M | +2.0% | +0.1% | +1.9% | +1.4% |
| YTD | +16.3% | +8.2% | +8.1% | +6.6% |
| 1Y | +19.6% | +10.1% | +9.5% | +7.7% |
| 3Y | +53.8% | +69.7% | -15.8% | -10.0% |
| 5Y | +28.6% | +53.4% | -24.8% | -16.5% |
| 10Y | +162.1% | +219.2% | -57.1% | -14.8% |
| All | +481.2% | +345.0% | +136.3% | +40.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling