-92.2%
SILO vs VT
+75.0%
-167.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -5.5% | +0.4% | -6.0% | -5.9% |
| 30D | -47.9% | +1.0% | -48.9% | -48.6% |
| 3M | -60.7% | +2.4% | -63.1% | -61.8% |
| 6M | -55.6% | +12.0% | -67.6% | -61.2% |
| YTD | -52.9% | +15.3% | -68.3% | -60.4% |
| 1Y | -73.4% | +22.6% | -96.0% | -79.0% |
| All | -92.2% | +75.0% | -167.2% | -95.3% |
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