+164.3%
SLV vs VTRS
+47.1%
+117.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | -2.8% | -2.2% | -0.6% | -2.6% |
| 30D | -1.6% | +3.3% | -4.9% | -2.0% |
| 3M | -4.4% | +2.0% | -6.4% | -4.8% |
| 6M | -25.4% | +19.9% | -45.3% | -27.1% |
| YTD | -9.8% | +35.7% | -45.5% | -12.7% |
| 1Y | +53.8% | +68.1% | -14.3% | +45.9% |
| 3Y | +174.7% | +87.1% | +87.6% | +156.8% |
| All | +164.3% | +47.1% | +117.2% | +140.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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