+134.4%
SIL vs VT
+224.5%
-90.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +0.2% | +0.4% | -0.3% | -0.2% |
| 30D | +18.5% | +1.0% | +17.6% | +17.7% |
| 3M | +12.3% | +2.4% | +9.9% | +10.9% |
| 6M | -7.5% | +12.0% | -19.5% | -14.5% |
| YTD | +19.0% | +15.3% | +3.7% | +8.1% |
| 1Y | +66.7% | +22.6% | +44.2% | +45.0% |
| 3Y | +296.5% | +74.7% | +221.8% | +167.3% |
| 5Y | +155.1% | +66.1% | +89.0% | +75.7% |
| All | +134.4% | +224.5% | -90.0% | -10.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling