+68.2%
IVV vs SLV
+107.9%
-39.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.5% | +0.4% |
| 7D | -2.7% | +5.1% | -7.8% | -3.3% |
| 30D | -5.4% | -12.9% | +7.5% | -3.8% |
| 3M | -4.1% | -16.1% | +12.0% | -2.2% |
| 6M | +0.7% | -33.2% | +33.9% | +5.2% |
| YTD | +8.7% | -27.2% | +36.0% | +8.8% |
| 1Y | +11.0% | +7.6% | +3.3% | +3.6% |
| 3Y | +75.4% | +122.3% | -46.9% | +41.2% |
| All | +68.2% | +107.9% | -39.8% | +30.1% |
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