+162.1%
SLV vs ROIV
+232.7%
-70.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.3% |
| 7D | -0.3% | +0.6% | -1.0% | -0.4% |
| 30D | +6.7% | +1.0% | +5.7% | +6.6% |
| 3M | -10.7% | +18.3% | -29.0% | -11.7% |
| 6M | -20.6% | +18.3% | -38.9% | -21.6% |
| YTD | -7.1% | +61.0% | -68.1% | -9.9% |
| 1Y | +62.0% | +177.9% | -115.9% | +53.1% |
| 3Y | +169.8% | +199.1% | -29.2% | +152.8% |
| 5Y | +161.5% | +250.7% | -89.3% | +138.7% |
| All | +162.1% | +232.7% | -70.5% | +143.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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