+182.6%
SLV vs VTR
+131.6%
+50.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.3% | -0.7% |
| 7D | +2.5% | -2.4% | +4.9% | +2.7% |
| 30D | +3.3% | -3.7% | +7.0% | +3.6% |
| 3M | -3.6% | +13.5% | -17.1% | -5.2% |
| 6M | -21.8% | +7.2% | -29.0% | -22.2% |
| YTD | -7.8% | +17.6% | -25.4% | -9.4% |
| 1Y | +58.3% | +35.4% | +22.9% | +51.3% |
| 3Y | +182.6% | +132.8% | +49.7% | +141.4% |
| All | +182.6% | +131.6% | +50.9% | +141.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 3y: compounded portfolio wealth divided by compounded VTR 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…
3y analysis · Full analysis span regression · 6 months rolling