+36.8%
SIRI vs VO
+821.9%
-785.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.1% |
| 7D | +4.3% | +0.6% | +3.6% | +3.7% |
| 30D | -2.8% | -1.1% | -1.8% | -1.9% |
| 3M | +5.9% | +4.5% | +1.4% | +1.5% |
| 6M | +31.9% | +11.1% | +20.9% | +19.5% |
| YTD | +48.7% | +13.5% | +35.1% | +31.6% |
| 1Y | +23.2% | +14.5% | +8.7% | +8.3% |
| 3Y | -23.9% | +58.1% | -82.0% | -49.4% |
| 5Y | -43.4% | +43.3% | -86.7% | -59.9% |
| 10Y | -13.6% | +193.2% | -206.8% | -69.1% |
| All | +36.8% | +821.9% | -785.1% | -85.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling