+165.7%
SLV vs VT
+66.2%
+99.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.3% | +0.4% | -0.8% | -0.6% |
| 30D | +6.7% | +1.0% | +5.7% | +6.0% |
| 3M | -10.7% | +2.4% | -13.1% | -12.0% |
| 6M | -20.6% | +12.0% | -32.6% | -26.3% |
| YTD | -7.1% | +15.3% | -22.5% | -14.7% |
| 1Y | +62.0% | +22.6% | +39.4% | +43.8% |
| 3Y | +169.8% | +74.7% | +95.2% | +97.7% |
| All | +165.7% | +66.2% | +99.6% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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