+175.8%
SLV vs VRSN
+292.3%
-116.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | -5.8% | +1.4% | -7.3% | -6.0% |
| 30D | -12.1% | +3.9% | -16.0% | -12.5% |
| 3M | -24.1% | +9.3% | -33.5% | -24.9% |
| 6M | -44.4% | +6.7% | -51.0% | -44.9% |
| YTD | -31.5% | +30.0% | -61.5% | -34.1% |
| 1Y | -6.9% | +26.0% | -32.9% | -10.1% |
| 3Y | +116.0% | +53.1% | +62.9% | +100.0% |
| 5Y | +88.4% | +35.0% | +53.4% | +75.9% |
| All | +175.8% | +292.3% | -116.5% | +143.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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