+63.3%
SLV vs VLO
+150.4%
-87.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.6% | +0.7% | +2.4% |
| 7D | +2.8% | +6.2% | -3.5% | +3.3% |
| 30D | +2.2% | +23.5% | -21.3% | +4.0% |
| 3M | +2.9% | +53.9% | -51.0% | +6.6% |
| 6M | -22.4% | +81.7% | -104.1% | -21.3% |
| YTD | -5.7% | +142.5% | -148.2% | -10.9% |
| 1Y | +63.3% | +145.4% | -82.1% | +54.9% |
| All | +63.3% | +150.4% | -87.1% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 1y: compounded portfolio wealth divided by compounded VLO 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…
1y analysis · Full analysis span regression · 6 months rolling