+248.5%
SLV vs VRSN
+1,447.3%
-1,198.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.6% | +2.8% |
| 7D | +5.6% | -0.8% | +6.5% | +5.7% |
| 30D | -12.1% | +0.7% | -12.8% | -12.2% |
| 3M | -16.3% | +4.1% | -20.4% | -16.7% |
| 6M | -34.1% | +6.7% | -40.8% | -34.8% |
| YTD | -25.3% | +27.1% | -52.3% | -28.0% |
| 1Y | +9.6% | +28.0% | -18.4% | +5.5% |
| 3Y | +132.7% | +52.6% | +80.1% | +117.1% |
| 5Y | +113.7% | +33.3% | +80.4% | +101.2% |
| 10Y | +175.9% | +279.5% | -103.6% | +125.1% |
| All | +248.5% | +1,447.3% | -1,198.8% | +93.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling