+351.9%
SIVR vs VT
+519.2%
-167.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.3% | +0.4% | -0.8% | -0.6% |
| 30D | +6.7% | +1.0% | +5.8% | +6.2% |
| 3M | -10.6% | +2.4% | -13.0% | -11.5% |
| 6M | -20.4% | +12.0% | -32.4% | -24.6% |
| YTD | -7.0% | +15.3% | -22.3% | -12.6% |
| 1Y | +62.3% | +22.6% | +39.7% | +48.0% |
| 3Y | +171.6% | +74.7% | +97.0% | +108.1% |
| 5Y | +164.0% | +66.1% | +97.9% | +105.0% |
| 10Y | +231.1% | +225.0% | +6.1% | +81.5% |
| All | +351.9% | +519.2% | -167.3% | +53.6% |
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 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