+57.3%
VZ vs SLV
+121.2%
-63.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +5.6% | -0.7% | +6.4% | +5.6% |
| 30D | +1.9% | -15.4% | +17.2% | +0.7% |
| 3M | +0.8% | -16.3% | +17.1% | -0.4% |
| 6M | +0.6% | -28.8% | +29.4% | -1.2% |
| YTD | +20.8% | -27.1% | +47.9% | +14.7% |
| 1Y | +23.9% | +7.5% | +16.4% | +17.5% |
| All | +57.3% | +121.2% | -63.8% | +39.5% |
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