+177.0%
SLV vs VT
+363.9%
-186.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.7% | +3.5% | +4.3% |
| 7D | -3.9% | -0.3% | -3.6% | -3.7% |
| 30D | -14.5% | -1.4% | -13.0% | -13.7% |
| 3M | -12.4% | -1.4% | -11.0% | -11.6% |
| 6M | -28.5% | +5.5% | -33.9% | -29.8% |
| YTD | -26.8% | +12.8% | -39.6% | -29.8% |
| 1Y | +10.3% | +15.4% | -5.1% | +4.8% |
| 3Y | +122.2% | +76.9% | +45.4% | +74.8% |
| 5Y | +114.4% | +60.4% | +54.0% | +74.3% |
| 10Y | +170.1% | +232.8% | -62.7% | +57.9% |
| All | +177.0% | +363.9% | -186.9% | +4.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling