+58.3%
SLV vs VUG
+14.2%
+44.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.3% |
| 7D | +2.5% | +0.9% | +1.6% | +1.5% |
| 30D | +3.3% | -1.4% | +4.7% | +5.1% |
| 3M | -3.6% | +2.3% | -5.9% | -6.0% |
| 6M | -21.8% | +15.7% | -37.5% | -32.8% |
| YTD | -7.8% | +8.6% | -16.5% | -17.3% |
| 1Y | +58.3% | +14.1% | +44.2% | +35.7% |
| All | +58.3% | +14.2% | +44.1% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling