-62.9%
SSL price history and return analytics
+374.2%
-437.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +3.8% | +0.4% | +3.4% | +3.0% |
| 30D | +12.2% | +1.0% | +11.2% | +10.2% |
| 3M | -7.7% | +2.4% | -10.1% | -12.5% |
| 6M | +42.7% | +12.0% | +30.7% | +15.3% |
| YTD | +88.5% | +15.3% | +73.1% | +45.6% |
| 1Y | +77.6% | +22.6% | +55.0% | +24.8% |
| 3Y | -0.9% | +74.7% | -75.6% | -60.0% |
| 5Y | -8.6% | +66.1% | -74.7% | -60.3% |
| 10Y | -40.1% | +225.0% | -265.1% | -88.1% |
| All | -62.9% | +374.2% | -437.1% | -95.5% |
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 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