-42.8%
SILC vs VT
+53.4%
-96.2%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.0% |
| 7D | -17.9% | -2.3% | -15.6% | -14.9% |
| 30D | -54.1% | -5.0% | -49.1% | -50.5% |
| 3M | -33.7% | -4.9% | -28.8% | -28.2% |
| 6M | -37.7% | -1.5% | -36.1% | -33.9% |
| YTD | +87.3% | +8.5% | +78.9% | +83.3% |
| 1Y | +81.4% | +11.4% | +70.0% | +73.5% |
| 3Y | +81.8% | +70.1% | +11.7% | +17.2% |
| All | -42.8% | +53.4% | -96.2% | -59.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling