+114.3%
SLV vs VG
-39.3%
+153.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | -0.3% | +1.7% | -2.0% | -0.3% |
| 30D | +6.7% | +16.0% | -9.3% | +6.8% |
| 3M | -10.7% | +9.7% | -20.4% | -10.6% |
| 6M | -20.6% | +29.6% | -50.2% | -21.7% |
| YTD | -7.1% | +112.0% | -119.2% | -11.3% |
| 1Y | +62.0% | +12.8% | +49.2% | +59.4% |
| All | +114.3% | -39.3% | +153.7% | +113.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling