+142.7%
SLV vs VLTO
+54.8%
+87.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | +5.1% | +5.4% | -0.3% | +4.9% |
| 30D | -12.9% | +22.3% | -35.2% | -13.9% |
| 3M | -16.1% | +19.6% | -35.7% | -16.9% |
| 6M | -33.2% | +35.2% | -68.3% | -34.6% |
| YTD | -27.2% | +17.9% | -45.1% | -28.1% |
| 1Y | +7.6% | +19.5% | -11.9% | +6.1% |
| 3Y | +122.3% | +73.9% | +48.4% | +122.2% |
| All | +142.7% | +54.8% | +87.9% | +138.9% |
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