+110.0%
SLV vs VT
+53.2%
+56.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +2.8% |
| 7D | -0.7% | -4.2% | +3.4% | +2.8% |
| 30D | -15.4% | -5.8% | -9.6% | -11.0% |
| 3M | -16.3% | -5.2% | -11.1% | -12.3% |
| 6M | -28.8% | +0.1% | -28.9% | -28.0% |
| YTD | -27.1% | +8.2% | -35.4% | -29.4% |
| 1Y | +7.5% | +10.1% | -2.6% | +3.3% |
| 3Y | +121.2% | +69.7% | +51.5% | +68.4% |
| 5Y | +110.0% | +53.4% | +56.6% | +56.4% |
| All | +110.0% | +53.2% | +56.8% | +56.4% |
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