+4.9%
SIRI vs VEU
+188.7%
-183.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.3% |
| 7D | -3.9% | +0.3% | -4.2% | -4.1% |
| 30D | -0.8% | +0.7% | -1.5% | -1.3% |
| 3M | +4.3% | +4.7% | -0.4% | +0.2% |
| 6M | +34.1% | +11.6% | +22.4% | +22.1% |
| YTD | +47.3% | +16.8% | +30.5% | +28.9% |
| 1Y | +22.9% | +24.9% | -2.0% | +2.1% |
| 3Y | -24.6% | +75.7% | -100.3% | -51.3% |
| 5Y | -43.2% | +56.1% | -99.3% | -60.3% |
| 10Y | -12.3% | +153.6% | -165.9% | -57.9% |
| All | +4.9% | +188.7% | -183.8% | -50.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling