-18.7%
SIRI vs VLTO
+56.4%
-75.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | -1.7% | +1.0% | -2.7% | -2.1% |
| 30D | +21.1% | +17.5% | +3.7% | +14.1% |
| 3M | +14.7% | +21.4% | -6.7% | +6.6% |
| 6M | +22.9% | +38.1% | -15.2% | +8.9% |
| YTD | +65.7% | +19.0% | +46.7% | +55.2% |
| 1Y | +53.5% | +20.7% | +32.8% | +42.6% |
| 3Y | -23.0% | +64.3% | -87.3% | -32.9% |
| All | -18.7% | +56.4% | -75.1% | -30.4% |
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