+82.2%
IVV vs SIRI
-43.5%
+125.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | 0.0% | -0.5% |
| 7D | +0.5% | +4.3% | -3.8% | 0.0% |
| 30D | -1.0% | -2.8% | +1.9% | -0.7% |
| 3M | +3.9% | +5.9% | -2.1% | +3.0% |
| 6M | +14.5% | +31.9% | -17.4% | +10.5% |
| YTD | +12.9% | +48.7% | -35.8% | +7.2% |
| 1Y | +19.4% | +23.2% | -3.9% | +15.8% |
| 3Y | +78.8% | -23.9% | +102.7% | +77.8% |
| 5Y | +82.2% | -43.4% | +125.6% | +93.1% |
| All | +82.2% | -43.5% | +125.7% | +93.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling