+219.5%
SLV vs VTV
+541.0%
-321.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.3% |
| 7D | -5.8% | +2.9% | -8.8% | -6.8% |
| 30D | -12.1% | +3.8% | -15.9% | -13.3% |
| 3M | -24.1% | +1.6% | -25.7% | -24.5% |
| 6M | -44.4% | +11.2% | -55.6% | -46.3% |
| YTD | -31.5% | +22.0% | -53.5% | -35.7% |
| 1Y | -6.9% | +24.9% | -31.8% | -13.3% |
| 3Y | +116.0% | +78.5% | +37.5% | +79.3% |
| 5Y | +88.4% | +77.8% | +10.7% | +56.1% |
| 10Y | +167.9% | +231.1% | -63.1% | +79.7% |
| All | +219.5% | +541.0% | -321.5% | +35.2% |
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 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