+209.8%
SLV vs VLTO
+27.2%
+182.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -1.1% |
| 7D | -0.3% | -2.3% | +1.9% | -0.1% |
| 30D | +6.7% | -0.9% | +7.6% | +6.7% |
| 3M | -10.7% | +13.8% | -24.5% | -11.8% |
| 6M | -20.6% | +2.0% | -22.6% | -20.7% |
| YTD | -7.1% | -3.2% | -4.0% | -7.2% |
| 1Y | +62.0% | -9.2% | +71.2% | +63.0% |
| All | +209.8% | +27.2% | +182.6% | +208.4% |
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