-31.7%
SSL price history and return analytics
+214.8%
-246.5%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | +5.8% |
| 7D | -10.7% | -4.2% | -6.5% | -5.0% |
| 30D | +6.3% | -5.8% | +12.1% | +15.7% |
| 3M | +38.8% | -5.2% | +44.1% | +48.5% |
| 6M | +6.3% | +0.1% | +6.2% | +1.4% |
| YTD | +133.3% | +8.2% | +125.1% | +91.0% |
| 1Y | +139.6% | +10.1% | +129.5% | +89.7% |
| 3Y | +20.7% | +69.7% | -48.9% | -56.6% |
| 5Y | 0.0% | +53.4% | -53.4% | -56.7% |
| All | -31.7% | +214.8% | -246.5% | -90.7% |
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