+67.9%
SLV vs VG
-51.4%
+119.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +5.1% | -22.0% | +27.1% | +4.7% |
| 30D | -12.9% | -11.6% | -1.3% | -13.1% |
| 3M | -16.1% | -14.9% | -1.2% | -16.2% |
| 6M | -33.2% | -3.5% | -29.6% | -33.3% |
| YTD | -27.2% | +70.0% | -97.2% | -30.7% |
| 1Y | +7.6% | +50.0% | -42.4% | +3.0% |
| All | +67.9% | -51.4% | +119.3% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 3y: compounded portfolio wealth divided by compounded VG 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…
3y analysis · Full analysis span regression · 6 months rolling