+140.2%
SLV vs KVUE
-20.4%
+160.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.5% | -5.3% |
| 7D | -5.0% | -6.1% | +1.1% | -4.8% |
| 30D | -1.8% | -5.6% | +3.8% | -1.6% |
| 3M | -0.3% | -0.3% | +0.1% | -0.3% |
| 6M | -28.2% | +1.4% | -29.6% | -28.3% |
| YTD | -10.7% | +6.7% | -17.5% | -10.7% |
| 1Y | +53.7% | +1.0% | +52.7% | +55.2% |
| 3Y | +173.7% | -5.4% | +179.1% | +177.5% |
| All | +140.2% | -20.4% | +160.6% | +149.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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