+78.8%
VZ vs SLV
+174.2%
-95.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -1.0% |
| 7D | +0.1% | -0.3% | +0.4% | +0.1% |
| 30D | +7.9% | +6.7% | +1.2% | +8.4% |
| 3M | +13.6% | -10.7% | +24.3% | +13.1% |
| 6M | +1.1% | -20.6% | +21.7% | +0.1% |
| YTD | +29.3% | -7.1% | +36.4% | +24.8% |
| 1Y | +21.2% | +62.0% | -40.7% | +16.0% |
| All | +78.8% | +174.2% | -95.4% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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