+58.3%
SLV vs VO
+14.5%
+43.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | +0.3% |
| 7D | +2.5% | +0.6% | +1.9% | +1.4% |
| 30D | +3.3% | -1.1% | +4.3% | +5.2% |
| 3M | -3.6% | +4.5% | -8.1% | -10.9% |
| 6M | -21.8% | +11.1% | -32.9% | -34.3% |
| YTD | -7.8% | +13.5% | -21.4% | -22.1% |
| 1Y | +58.3% | +14.5% | +43.8% | +33.7% |
| All | +58.3% | +14.5% | +43.8% | +33.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling