+172.7%
SLV vs VEA
+60.9%
+111.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.9% | +3.1% | +3.1% |
| 7D | +2.8% | +0.3% | +2.5% | +2.5% |
| 30D | +2.2% | +0.4% | +1.8% | +1.9% |
| 3M | +2.9% | +4.8% | -1.9% | -1.0% |
| 6M | -22.4% | +11.3% | -33.7% | -28.5% |
| YTD | -5.7% | +17.4% | -23.1% | -15.3% |
| 1Y | +63.3% | +26.2% | +37.1% | +39.9% |
| 3Y | +189.0% | +77.7% | +111.3% | +97.6% |
| 5Y | +172.7% | +60.9% | +111.7% | +84.2% |
| All | +172.7% | +60.9% | +111.8% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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