+123.7%
SIVR vs VT
+69.7%
+54.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.4% |
| 7D | +5.2% | -2.3% | +7.5% | +8.0% |
| 30D | -12.8% | -5.0% | -7.9% | -7.4% |
| 3M | -15.9% | -4.9% | -11.1% | -10.5% |
| 6M | -33.1% | -1.5% | -31.5% | -31.0% |
| YTD | -27.1% | +8.5% | -35.6% | -30.4% |
| 1Y | +7.9% | +11.4% | -3.5% | +1.3% |
| 3Y | +123.7% | +70.1% | +53.6% | +45.6% |
| All | +123.7% | +69.7% | +54.0% | +45.6% |
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