+313.4%
IVV vs SIRI
-4.5%
+317.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | -0.9% | -2.6% | +1.7% | -0.4% |
| 30D | -2.3% | +22.2% | -24.6% | -6.2% |
| 3M | -1.2% | +14.1% | -15.2% | -4.0% |
| 6M | +3.3% | +22.5% | -19.2% | -1.3% |
| YTD | +12.3% | +67.9% | -55.5% | +0.1% |
| 1Y | +12.5% | +54.6% | -42.1% | +1.9% |
| 3Y | +79.2% | -21.3% | +100.5% | +79.8% |
| 5Y | +75.6% | -40.4% | +116.0% | +81.2% |
| 10Y | +313.4% | -6.2% | +319.6% | +274.2% |
| All | +313.4% | -4.5% | +317.9% | +274.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling