+106.9%
SLV vs VUG
+57.0%
+49.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.5% |
| 7D | +5.1% | -3.4% | +8.5% | +6.5% |
| 30D | -12.9% | -11.1% | -1.8% | -8.5% |
| 3M | -16.1% | -7.2% | -8.8% | -13.2% |
| 6M | -33.2% | -4.1% | -29.0% | -31.6% |
| YTD | -27.2% | +1.4% | -28.6% | -27.0% |
| 1Y | +7.6% | +1.9% | +5.7% | +7.9% |
| 3Y | +122.3% | +77.7% | +44.6% | +90.8% |
| All | +106.9% | +57.0% | +49.9% | +71.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling