+167.8%
SLV vs VEU
+56.3%
+111.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.3% | -0.4% |
| 7D | +2.5% | +1.7% | +0.8% | +0.9% |
| 30D | +3.3% | +1.0% | +2.3% | +2.4% |
| 3M | -3.6% | +5.6% | -9.2% | -8.2% |
| 6M | -21.8% | +13.7% | -35.5% | -29.7% |
| YTD | -7.8% | +17.7% | -25.6% | -18.0% |
| 1Y | +58.3% | +25.8% | +32.5% | +34.4% |
| 3Y | +182.6% | +77.1% | +105.5% | +89.7% |
| 5Y | +167.8% | +57.1% | +110.6% | +81.7% |
| All | +167.8% | +56.3% | +111.5% | +81.7% |
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