+5.0%
SIVR vs VT
+13.3%
-8.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -8.8% | -1.6% | -7.2% | -5.3% |
| 30D | -18.1% | -2.5% | -15.6% | -12.9% |
| 3M | -14.5% | -1.3% | -13.2% | -11.3% |
| 6M | -34.3% | +3.1% | -37.4% | -37.8% |
| YTD | -30.3% | +10.9% | -41.2% | -39.4% |
| All | +5.0% | +13.3% | -8.3% | -10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling