+21.2%
VZ vs SLV
+100.8%
-79.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +4.0% | +0.5% |
| 7D | +2.4% | +3.7% | -1.3% | +2.5% |
| 30D | +11.2% | -15.2% | +26.3% | +10.8% |
| 3M | 0.0% | -21.8% | +21.8% | -0.5% |
| 6M | +1.3% | -36.3% | +37.6% | +0.7% |
| YTD | +21.3% | -27.8% | +49.1% | +16.0% |
| 1Y | +23.9% | +1.5% | +22.4% | +15.1% |
| 3Y | +57.7% | +128.5% | -70.8% | +30.2% |
| 5Y | +21.2% | +103.2% | -82.0% | +0.1% |
| All | +21.2% | +100.8% | -79.6% | +0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling