+1.6%
SSL price history and return analytics
+60.6%
-59.0%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.7% | -6.2% | -6.1% |
| 7D | -11.7% | -0.3% | -11.4% | -11.5% |
| 30D | +8.8% | -1.4% | +10.2% | +9.9% |
| 3M | +37.2% | -1.4% | +38.6% | +37.9% |
| 6M | +10.2% | +5.5% | +4.7% | +1.9% |
| YTD | +134.7% | +12.8% | +121.9% | +99.0% |
| 1Y | +146.5% | +15.4% | +131.0% | +103.1% |
| 3Y | +21.5% | +76.9% | -55.4% | -40.5% |
| 5Y | +1.6% | +60.4% | -58.8% | -43.5% |
| All | +1.6% | +60.6% | -59.0% | -43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling