-23.1%
SIRI vs VO
+54.6%
-77.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +2.2% |
| 7D | -3.0% | -2.5% | -0.5% | -0.2% |
| 30D | +1.3% | -3.2% | +4.5% | +5.1% |
| 3M | +5.6% | +3.9% | +1.7% | +0.8% |
| 6M | +35.2% | +9.6% | +25.5% | +20.9% |
| YTD | +49.1% | +11.6% | +37.5% | +29.7% |
| 1Y | +26.8% | +12.6% | +14.2% | +8.9% |
| All | -23.1% | +54.6% | -77.7% | -56.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling