+239.3%
SLV vs VLO
+956.6%
-717.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.2% | +0.1% |
| 7D | +5.1% | -13.3% | +18.4% | +7.1% |
| 30D | -12.9% | -18.3% | +5.4% | -10.7% |
| 3M | -16.1% | +14.3% | -30.4% | -18.2% |
| 6M | -33.2% | +47.6% | -80.8% | -37.5% |
| YTD | -27.2% | +116.0% | -143.2% | -36.3% |
| 1Y | +7.6% | +101.0% | -93.4% | -4.7% |
| 3Y | +122.3% | +199.0% | -76.7% | +82.5% |
| 5Y | +109.7% | +419.0% | -309.3% | +54.2% |
| 10Y | +168.4% | +778.2% | -609.7% | +65.1% |
| All | +239.3% | +956.6% | -717.2% | +69.4% |
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