-11.3%
SIRI vs VEU
+155.0%
-166.3%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.1% |
| 7D | +0.6% | -1.4% | +2.0% | +1.7% |
| 30D | +2.5% | -0.4% | +2.9% | +2.9% |
| 3M | +6.6% | +2.5% | +4.1% | +3.9% |
| 6M | +32.9% | +11.1% | +21.7% | +20.4% |
| YTD | +50.5% | +16.5% | +33.9% | +29.9% |
| 1Y | +28.0% | +22.9% | +5.0% | +5.4% |
| 3Y | -22.4% | +73.4% | -95.8% | -51.9% |
| 5Y | -41.3% | +56.1% | -97.4% | -60.6% |
| All | -11.3% | +155.0% | -166.3% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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