-17.7%
SIRI vs VLTO
+57.1%
-74.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | -2.6% | +1.5% | -4.1% | -3.2% |
| 30D | +22.2% | +20.9% | +1.3% | +13.8% |
| 3M | +14.1% | +21.4% | -7.3% | +6.0% |
| 6M | +22.5% | +37.6% | -15.1% | +8.7% |
| YTD | +67.9% | +19.5% | +48.3% | +57.0% |
| 1Y | +54.6% | +22.0% | +32.6% | +42.9% |
| 3Y | -21.3% | +70.7% | -92.0% | -31.9% |
| All | -17.7% | +57.1% | -74.8% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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