-11.3%
SIRI vs VO
+200.3%
-211.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.2% | +0.2% |
| 7D | +0.6% | -1.5% | +2.1% | +1.9% |
| 30D | +2.5% | -3.0% | +5.5% | +5.3% |
| 3M | +6.6% | +2.8% | +3.8% | +3.9% |
| 6M | +32.9% | +10.9% | +21.9% | +21.0% |
| YTD | +50.5% | +12.5% | +38.0% | +34.9% |
| 1Y | +28.0% | +12.0% | +16.0% | +15.3% |
| 3Y | -22.4% | +56.3% | -78.7% | -46.9% |
| 5Y | -41.3% | +42.9% | -84.2% | -57.4% |
| All | -11.3% | +200.3% | -211.6% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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