+167.8%
SLV vs VRSN
+30.0%
+137.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.6% | -0.6% |
| 7D | +2.5% | -2.1% | +4.6% | +2.6% |
| 30D | +3.3% | -3.9% | +7.2% | +3.5% |
| 3M | -3.6% | -0.1% | -3.5% | -3.6% |
| 6M | -21.8% | +16.4% | -38.2% | -23.0% |
| YTD | -7.8% | +17.2% | -25.1% | -9.3% |
| 1Y | +58.3% | +1.0% | +57.3% | +58.9% |
| 3Y | +182.6% | +39.1% | +143.5% | +166.3% |
| 5Y | +167.8% | +29.0% | +138.8% | +148.8% |
| All | +167.8% | +30.0% | +137.8% | +148.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling