+167.8%
SLV vs VIG
+63.6%
+104.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.3% |
| 7D | +2.5% | -0.4% | +2.9% | +2.8% |
| 30D | +3.3% | -2.1% | +5.3% | +4.6% |
| 3M | -3.6% | +3.3% | -6.9% | -5.4% |
| 6M | -21.8% | +9.3% | -31.1% | -25.5% |
| YTD | -7.8% | +10.1% | -18.0% | -12.2% |
| 1Y | +58.3% | +14.7% | +43.6% | +48.1% |
| 3Y | +182.6% | +56.9% | +125.6% | +129.2% |
| 5Y | +167.8% | +62.9% | +104.9% | +107.3% |
| All | +167.8% | +63.6% | +104.2% | +107.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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