+714.4%
IVV vs SLV
+263.8%
+450.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.3% |
| 7D | -4.8% | -0.7% | -4.0% | -4.7% |
| 30D | -5.9% | -15.4% | +9.4% | -4.0% |
| 3M | -4.5% | -16.3% | +11.8% | -2.6% |
| 6M | +1.8% | -28.8% | +30.6% | +5.7% |
| YTD | +8.4% | -27.1% | +35.5% | +9.9% |
| 1Y | +9.4% | +7.5% | +1.9% | +4.9% |
| 3Y | +75.3% | +121.2% | -45.9% | +50.8% |
| 5Y | +67.8% | +110.0% | -42.2% | +44.1% |
| 10Y | +314.2% | +168.8% | +145.4% | +236.9% |
| All | +714.4% | +263.8% | +450.6% | +456.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling