+333.1%
SLV vs VTV
+529.6%
-196.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | -0.3% | +0.5% | -0.9% | -0.5% |
| 30D | +6.7% | +1.1% | +5.6% | +6.3% |
| 3M | -10.7% | +5.9% | -16.6% | -12.3% |
| 6M | -20.6% | +11.6% | -32.2% | -23.4% |
| YTD | -7.1% | +19.8% | -27.0% | -12.3% |
| 1Y | +62.0% | +26.2% | +35.7% | +50.4% |
| 3Y | +169.8% | +68.5% | +101.4% | +128.1% |
| 5Y | +161.5% | +79.9% | +81.6% | +115.9% |
| 10Y | +224.4% | +229.7% | -5.3% | +117.9% |
| All | +333.1% | +529.6% | -196.5% | +84.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling