+89.9%
SLV vs ITOT
+63.9%
+26.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.0% |
| 7D | -5.8% | +2.5% | -8.3% | -7.2% |
| 30D | -12.1% | -1.7% | -10.4% | -11.2% |
| 3M | -24.1% | -3.4% | -20.8% | -22.4% |
| 6M | -44.4% | +2.1% | -46.5% | -44.7% |
| YTD | -31.5% | +11.5% | -43.0% | -34.5% |
| 1Y | -6.9% | +13.6% | -20.6% | -11.7% |
| 3Y | +116.0% | +77.2% | +38.8% | +71.6% |
| All | +89.9% | +63.9% | +26.0% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 5y: compounded portfolio wealth divided by compounded ITOT 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…
5y analysis · Full analysis span regression · 6 months rolling