+105.7%
SLV vs ROIV
+248.8%
-143.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.2% | +3.7% | -0.2% |
| 7D | -0.7% | -2.4% | +1.7% | -0.6% |
| 30D | -15.4% | +3.1% | -18.4% | -15.6% |
| 3M | -16.3% | +5.8% | -22.1% | -16.8% |
| 6M | -28.8% | +29.3% | -58.1% | -30.2% |
| YTD | -27.1% | +68.8% | -95.9% | -29.7% |
| 1Y | +7.5% | +81.0% | -73.5% | +3.4% |
| 3Y | +121.2% | +294.6% | -173.5% | +105.2% |
| 5Y | +110.0% | +373.1% | -263.1% | +88.2% |
| All | +105.7% | +248.8% | -143.1% | +89.8% |
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