+226.5%
SIVR vs VOO
+325.3%
-98.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.7% |
| 7D | -2.8% | -0.8% | -2.0% | -2.5% |
| 30D | -1.5% | -1.1% | -0.4% | -1.0% |
| 3M | -4.3% | +3.9% | -8.2% | -5.8% |
| 6M | -25.3% | +13.6% | -38.9% | -28.7% |
| YTD | -9.6% | +12.7% | -22.3% | -13.3% |
| 1Y | +54.2% | +17.6% | +36.6% | +45.7% |
| 3Y | +176.3% | +77.3% | +99.0% | +125.7% |
| 5Y | +166.8% | +84.1% | +82.7% | +112.7% |
| All | +226.5% | +325.3% | -98.8% | +110.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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