+89.9%
SLV vs VCIT
+3.7%
+86.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.0% |
| 7D | -5.8% | -1.4% | -4.4% | -4.0% |
| 30D | -12.1% | +0.6% | -12.7% | -12.8% |
| 3M | -24.1% | -2.2% | -21.9% | -21.7% |
| 6M | -44.4% | -2.3% | -42.1% | -42.4% |
| YTD | -31.5% | -2.2% | -29.3% | -29.1% |
| 1Y | -6.9% | -1.4% | -5.6% | -4.6% |
| 3Y | +116.0% | +18.7% | +97.3% | +76.1% |
| All | +89.9% | +3.7% | +86.2% | +71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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