+172.7%
SLV vs VSXY
+19.3%
+153.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.5% | +5.8% | +2.4% |
| 7D | +2.8% | -10.7% | +13.5% | +3.3% |
| 30D | +2.2% | -24.3% | +26.5% | +3.5% |
| 3M | +2.9% | +1.0% | +1.9% | +2.7% |
| 6M | -22.4% | +57.4% | -79.8% | -24.8% |
| YTD | -5.7% | +39.8% | -45.5% | -8.2% |
| 1Y | +63.3% | +196.5% | -133.2% | +52.9% |
| 3Y | +189.0% | +357.2% | -168.2% | +158.5% |
| 5Y | +172.7% | +18.9% | +153.8% | +147.6% |
| All | +172.7% | +19.3% | +153.4% | +147.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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