+13.7%
IGV vs SLV
+113.8%
-100.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.7% | -0.1% | +2.2% |
| 7D | -0.4% | +5.6% | -6.1% | -1.3% |
| 30D | -9.9% | -12.1% | +2.2% | -8.2% |
| 3M | -1.2% | -16.3% | +15.1% | +1.3% |
| 6M | +11.3% | -34.1% | +45.4% | +17.6% |
| YTD | -4.0% | -25.3% | +21.3% | -4.2% |
| 1Y | -7.3% | +9.6% | -16.9% | -15.2% |
| 3Y | +42.8% | +132.7% | -89.9% | +7.1% |
| 5Y | +13.7% | +113.7% | -100.0% | -18.7% |
| All | +13.7% | +113.8% | -100.1% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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