+219.9%
SLV vs VTV
+234.5%
-14.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +0.8% |
| 7D | -2.8% | -1.1% | -1.7% | -2.4% |
| 30D | -1.6% | -1.0% | -0.6% | -1.2% |
| 3M | -4.4% | +4.6% | -9.1% | -6.0% |
| 6M | -25.4% | +13.5% | -38.9% | -28.7% |
| YTD | -9.8% | +18.5% | -28.3% | -14.8% |
| 1Y | +53.8% | +22.9% | +30.9% | +43.4% |
| 3Y | +174.7% | +67.8% | +106.8% | +131.4% |
| 5Y | +164.3% | +81.8% | +82.5% | +116.9% |
| All | +219.9% | +234.5% | -14.6% | +128.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling