+161.5%
SLV vs ITOT
+71.8%
+89.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -4.9% |
| 7D | -5.0% | -2.0% | -3.0% | -3.9% |
| 30D | -1.8% | -2.0% | +0.2% | -0.7% |
| 3M | -0.3% | +4.5% | -4.8% | -2.5% |
| 6M | -28.2% | +12.6% | -40.8% | -32.0% |
| YTD | -10.7% | +12.0% | -22.7% | -15.0% |
| 1Y | +53.7% | +17.3% | +36.4% | +43.7% |
| 3Y | +173.7% | +75.2% | +98.4% | +117.9% |
| 5Y | +161.5% | +74.0% | +87.5% | +99.8% |
| All | +161.5% | +71.8% | +89.7% | +99.8% |
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