+143.8%
SLVP price history and return analytics
+57.4%
+86.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.6% | +2.6% | +1.9% |
| 7D | +14.1% | +0.4% | +13.7% | +13.6% |
| 30D | -4.5% | -2.6% | -1.9% | -0.9% |
| 3M | -7.0% | -3.2% | -3.8% | -2.4% |
| 6M | -12.9% | +0.9% | -13.8% | -12.2% |
| YTD | -1.5% | +11.3% | -12.8% | -9.9% |
| 1Y | +32.0% | +14.0% | +17.9% | +18.0% |
| 3Y | +308.6% | +75.8% | +232.7% | +135.6% |
| 5Y | +143.8% | +57.8% | +86.0% | +43.3% |
| All | +143.8% | +57.4% | +86.4% | +43.3% |
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