+143.8%
SLVP vs SPY
+71.5%
+72.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.4% | +2.9% | +2.9% |
| 7D | +14.1% | +0.1% | +14.0% | +14.0% |
| 30D | -4.5% | -3.3% | -1.2% | -1.1% |
| 3M | -7.0% | -2.4% | -4.6% | -4.4% |
| 6M | -12.9% | +2.6% | -15.5% | -13.8% |
| YTD | -1.5% | +11.2% | -12.7% | -8.5% |
| 1Y | +32.0% | +13.4% | +18.6% | +21.0% |
| 3Y | +308.6% | +79.9% | +228.7% | +159.6% |
| 5Y | +143.8% | +72.2% | +71.6% | +49.6% |
| All | +143.8% | +71.5% | +72.3% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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