+111.8%
SLVR vs VT
+34.9%
+76.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.2% | -2.2% |
| 7D | -9.1% | -1.6% | -7.5% | -6.2% |
| 30D | -19.8% | -2.5% | -17.3% | -15.6% |
| 3M | -10.5% | -1.3% | -9.2% | -7.3% |
| 6M | -27.3% | +3.1% | -30.4% | -28.6% |
| YTD | -21.7% | +10.9% | -32.6% | -29.3% |
| 1Y | +7.4% | +12.1% | -4.6% | -3.8% |
| All | +111.8% | +34.9% | +76.9% | +62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling