+347.1%
VZ vs SLV
+263.8%
+83.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.3% |
| 3M | +0.8% | -16.3% | +17.1% | +1.2% |
| 6M | +0.6% | -28.8% | +29.4% | +1.4% |
| YTD | +20.8% | -27.1% | +47.9% | +19.8% |
| 1Y | +23.9% | +7.5% | +16.4% | +20.3% |
| 3Y | +55.7% | +121.2% | -65.5% | +44.2% |
| 5Y | +21.5% | +110.0% | -88.4% | +12.5% |
| 10Y | +68.5% | +168.8% | -100.3% | +52.7% |
| All | +347.1% | +263.8% | +83.4% | +269.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling