+174.1%
SLV vs VO
+197.5%
-23.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.7% | 0.0% | +1.5% |
| 7D | +5.6% | -0.1% | +5.8% | +5.7% |
| 30D | -12.1% | +0.5% | -12.6% | -12.3% |
| 3M | -16.3% | -1.0% | -15.3% | -15.8% |
| 6M | -34.1% | +6.4% | -40.5% | -35.5% |
| YTD | -25.3% | +13.6% | -38.9% | -28.4% |
| 1Y | +9.6% | +14.5% | -4.9% | +4.9% |
| 3Y | +132.7% | +67.2% | +65.5% | +94.7% |
| 5Y | +113.7% | +36.1% | +77.6% | +88.7% |
| All | +174.1% | +197.5% | -23.3% | +98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling