-22.4%
SLV vs VNQ
+4.4%
-26.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.3% | +2.9% |
| 7D | +2.8% | -0.9% | +3.7% | +3.4% |
| 30D | +2.2% | -2.2% | +4.4% | +3.6% |
| 3M | +2.9% | -1.9% | +4.8% | +3.0% |
| 6M | -22.4% | +3.2% | -25.7% | -28.1% |
| All | -22.4% | +4.4% | -26.9% | -28.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling