+254.4%
SIVR vs VT
+482.4%
-228.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +5.2% | -2.3% | +7.5% | +6.6% |
| 30D | -12.8% | -5.0% | -7.9% | -10.2% |
| 3M | -15.9% | -4.9% | -11.1% | -13.3% |
| 6M | -33.1% | -1.5% | -31.5% | -32.0% |
| YTD | -27.1% | +8.5% | -35.6% | -29.0% |
| 1Y | +7.9% | +11.4% | -3.5% | +3.8% |
| 3Y | +123.7% | +70.1% | +53.6% | +75.0% |
| 5Y | +112.0% | +53.7% | +58.3% | +72.1% |
| 10Y | +174.1% | +220.0% | -45.9% | +52.0% |
| All | +254.4% | +482.4% | -228.1% | +24.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling