+231.1%
SIL vs VT
+69.7%
+161.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.3% |
| 7D | +11.4% | -2.3% | +13.7% | +15.3% |
| 30D | -5.0% | -5.0% | -0.1% | +2.9% |
| 3M | -4.7% | -4.9% | +0.2% | +3.5% |
| 6M | -16.1% | -1.5% | -14.5% | -12.3% |
| YTD | -4.8% | +8.5% | -13.3% | -11.0% |
| 1Y | +27.3% | +11.4% | +15.9% | +15.9% |
| 3Y | +231.1% | +70.1% | +161.0% | +61.8% |
| All | +231.1% | +69.7% | +161.3% | +61.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling