+143.0%
SLV vs VLTO
+54.1%
+88.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.5% |
| 7D | -0.7% | +12.0% | -12.7% | -1.2% |
| 30D | -15.4% | +20.8% | -36.2% | -16.3% |
| 3M | -16.3% | +20.1% | -36.4% | -17.2% |
| 6M | -28.8% | +32.6% | -61.4% | -30.2% |
| YTD | -27.1% | +17.3% | -44.5% | -28.0% |
| 1Y | +7.5% | +17.3% | -9.8% | +6.2% |
| 3Y | +121.2% | +66.9% | +54.3% | +120.3% |
| All | +143.0% | +54.1% | +88.9% | +139.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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