+329.8%
SLV vs VTRS
-2.8%
+332.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.6% |
| 7D | +2.5% | -0.1% | +2.6% | +2.5% |
| 30D | +3.3% | +1.9% | +1.4% | +3.0% |
| 3M | -3.6% | +5.1% | -8.6% | -4.2% |
| 6M | -21.8% | +20.1% | -41.9% | -23.4% |
| YTD | -7.8% | +36.6% | -44.4% | -10.9% |
| 1Y | +58.3% | +64.1% | -5.8% | +50.2% |
| 3Y | +182.6% | +86.4% | +96.2% | +162.4% |
| 5Y | +167.8% | +40.9% | +126.9% | +152.4% |
| 10Y | +218.9% | -48.7% | +267.6% | +222.7% |
| All | +329.8% | -2.8% | +332.6% | +214.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling