+226.7%
SLV vs VTR
+496.8%
-270.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.2% |
| 7D | -3.9% | +0.7% | -4.5% | -3.9% |
| 30D | -15.6% | +6.9% | -22.6% | -16.4% |
| 3M | -23.6% | +1.3% | -24.9% | -23.8% |
| 6M | -42.6% | +2.5% | -45.0% | -42.9% |
| YTD | -30.0% | +18.0% | -47.9% | -31.7% |
| 1Y | -6.6% | +19.5% | -26.1% | -9.2% |
| 3Y | +121.8% | +130.2% | -8.4% | +97.3% |
| 5Y | +92.7% | +93.8% | -1.2% | +73.7% |
| 10Y | +174.0% | +131.5% | +42.5% | +130.0% |
| All | +226.7% | +496.8% | -270.1% | +98.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling