+103.2%
SLV vs VEU
+48.8%
+54.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.8% | -2.8% |
| 7D | +3.7% | +0.5% | +3.1% | +3.1% |
| 30D | -15.2% | -2.3% | -12.9% | -13.0% |
| 3M | -21.8% | -4.4% | -17.4% | -17.8% |
| 6M | -36.3% | -2.2% | -34.2% | -34.2% |
| YTD | -27.8% | +10.9% | -38.8% | -31.7% |
| 1Y | +1.5% | +13.4% | -11.9% | -5.3% |
| 3Y | +128.5% | +69.7% | +58.8% | +61.6% |
| 5Y | +103.2% | +50.0% | +53.3% | +42.3% |
| All | +103.2% | +48.8% | +54.4% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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