+10.3%
SLV vs VNQ
+14.0%
-3.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.2% | +2.0% | +3.1% |
| 7D | -3.9% | +6.8% | -10.7% | -7.7% |
| 30D | -14.5% | +10.0% | -24.4% | -19.4% |
| 3M | -12.4% | 0.0% | -12.4% | -12.6% |
| 6M | -28.5% | +4.5% | -33.0% | -31.4% |
| YTD | -26.8% | +13.9% | -40.7% | -35.3% |
| 1Y | +10.3% | +14.1% | -3.7% | -2.0% |
| All | +10.3% | +14.0% | -3.7% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling