+73.5%
IVV vs SLV
+100.8%
-27.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.1% | +0.1% |
| 7D | -0.6% | +3.7% | -4.3% | -1.0% |
| 30D | -3.7% | -15.2% | +11.5% | -1.8% |
| 3M | -2.7% | -21.8% | +19.0% | 0.0% |
| 6M | +2.2% | -36.3% | +38.6% | +7.4% |
| YTD | +10.9% | -27.8% | +38.7% | +11.1% |
| 1Y | +11.3% | +1.5% | +9.8% | +4.9% |
| 3Y | +76.9% | +128.5% | -51.6% | +41.5% |
| 5Y | +73.5% | +103.2% | -29.8% | +35.9% |
| All | +73.5% | +100.8% | -27.3% | +35.9% |
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