+132.4%
SLVR vs VT
+37.2%
+95.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.7% | +8.0% | +6.6% |
| 7D | -0.5% | -0.3% | -0.2% | +0.3% |
| 30D | -11.9% | -1.4% | -10.4% | -9.0% |
| 3M | -6.8% | -1.4% | -5.4% | -3.5% |
| 6M | -17.9% | +5.5% | -23.4% | -22.5% |
| YTD | -14.1% | +12.8% | -26.9% | -24.7% |
| 1Y | +25.5% | +15.4% | +10.1% | +7.6% |
| All | +132.4% | +37.2% | +95.2% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling