+161.5%
SLV vs VNQ
+5.5%
+155.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.4% | -5.0% |
| 7D | -5.0% | -2.6% | -2.4% | -4.0% |
| 30D | -1.8% | -2.3% | +0.6% | -0.9% |
| 3M | -0.3% | -2.8% | +2.5% | +0.7% |
| 6M | -28.2% | +2.5% | -30.7% | -29.0% |
| YTD | -10.7% | +8.4% | -19.2% | -13.6% |
| 1Y | +53.7% | +6.8% | +46.9% | +49.5% |
| 3Y | +173.7% | +29.9% | +143.8% | +145.6% |
| 5Y | +161.5% | +7.2% | +154.3% | +146.6% |
| All | +161.5% | +5.5% | +155.9% | +146.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling