-41.5%
SSL price history and return analytics
+224.5%
-266.0%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +3.8% | +0.4% | +3.4% | +2.9% |
| 30D | +12.2% | +1.0% | +11.2% | +10.1% |
| 3M | -7.7% | +2.4% | -10.1% | -12.9% |
| 6M | +42.7% | +12.0% | +30.7% | +12.9% |
| YTD | +88.5% | +15.3% | +73.1% | +41.7% |
| 1Y | +77.6% | +22.6% | +55.0% | +19.8% |
| 3Y | -0.9% | +74.7% | -75.6% | -65.2% |
| 5Y | -8.6% | +66.1% | -74.7% | -64.9% |
| All | -41.5% | +224.5% | -266.0% | -91.4% |
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