+333.1%
SLV vs VLO
+1,030.6%
-697.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.3% | +5.2% | -5.5% | -1.1% |
| 30D | +6.7% | +22.6% | -15.9% | +3.5% |
| 3M | -10.7% | +43.8% | -54.5% | -15.6% |
| 6M | -20.6% | +65.7% | -86.3% | -27.1% |
| YTD | -7.1% | +131.1% | -138.2% | -19.1% |
| 1Y | +62.0% | +143.6% | -81.7% | +39.8% |
| 3Y | +169.8% | +201.4% | -31.6% | +122.2% |
| 5Y | +161.5% | +568.9% | -407.4% | +85.6% |
| 10Y | +224.4% | +891.8% | -667.4% | +96.0% |
| All | +333.1% | +1,030.6% | -697.5% | +115.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling