+478.7%
SLYV price history and return analytics
+346.0%
+132.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.7% |
| 7D | -2.0% | -2.3% | +0.3% | +0.4% |
| 30D | +1.0% | -5.0% | +5.9% | +6.2% |
| 3M | -5.1% | -4.9% | -0.2% | -0.3% |
| 6M | +0.9% | -1.5% | +2.5% | +2.1% |
| YTD | +15.8% | +8.5% | +7.3% | +5.9% |
| 1Y | +21.2% | +11.4% | +9.8% | +7.9% |
| 3Y | +54.9% | +70.1% | -15.2% | -9.6% |
| 5Y | +28.0% | +53.7% | -25.7% | -17.1% |
| 10Y | +161.0% | +220.0% | -59.0% | -15.3% |
| All | +478.7% | +346.0% | +132.7% | +39.9% |
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