+68.1%
SLV vs VG
-51.4%
+119.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.5% | -0.6% |
| 7D | -0.7% | -22.0% | +21.3% | -1.1% |
| 30D | -15.4% | -14.7% | -0.6% | -15.6% |
| 3M | -16.3% | -7.1% | -9.2% | -16.4% |
| 6M | -28.8% | -11.2% | -17.6% | -28.9% |
| YTD | -27.1% | +69.8% | -97.0% | -30.6% |
| 1Y | +7.5% | +49.9% | -42.3% | +2.9% |
| All | +68.1% | -51.4% | +119.6% | +66.7% |
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