+172.7%
SLV vs VTV
+80.1%
+92.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +2.5% |
| 7D | +2.8% | -0.7% | +3.5% | +3.2% |
| 30D | +2.2% | -0.5% | +2.7% | +2.5% |
| 3M | +2.9% | +5.3% | -2.4% | -0.3% |
| 6M | -22.4% | +12.9% | -35.3% | -27.7% |
| YTD | -5.7% | +18.5% | -24.2% | -14.1% |
| 1Y | +63.3% | +25.3% | +38.0% | +44.7% |
| 3Y | +189.0% | +68.2% | +120.8% | +119.5% |
| 5Y | +172.7% | +80.6% | +92.0% | +97.9% |
| All | +172.7% | +80.1% | +92.5% | +97.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling