+776.1%
IVV vs SIRI
-90.4%
+866.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | -0.2% |
| 7D | +0.1% | +1.6% | -1.5% | 0.0% |
| 30D | +0.1% | -4.7% | +4.8% | +0.4% |
| 3M | +2.0% | +5.3% | -3.3% | +1.5% |
| 6M | +13.0% | +30.5% | -17.5% | +10.5% |
| YTD | +13.6% | +49.6% | -36.0% | +9.8% |
| 1Y | +20.1% | +28.5% | -8.4% | +17.3% |
| 3Y | +77.6% | -27.5% | +105.1% | +78.3% |
| 5Y | +82.5% | -44.7% | +127.1% | +84.8% |
| 10Y | +316.5% | -12.6% | +329.2% | +308.0% |
| All | +776.1% | -90.4% | +866.5% | +730.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling